BAM

Boyar Asset Management Portfolio holdings

AUM $153M
1-Year Est. Return 20.55%
This Quarter Est. Return
1 Year Est. Return
+20.55%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$133M
AUM Growth
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$1.4M
2 +$474K
3 +$237K
4
SBUX icon
Starbucks
SBUX
+$235K
5
DD icon
DuPont de Nemours
DD
+$227K

Top Sells

1 +$1.06M
2 +$999K
3 +$492K
4
JPM icon
JPMorgan Chase
JPM
+$476K
5
NWL icon
Newell Brands
NWL
+$428K

Sector Composition

1 Financials 20.48%
2 Communication Services 20.37%
3 Technology 16.73%
4 Consumer Discretionary 14.82%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$164K 0.12%
15,788
77
$95K 0.07%
10,020
78
-811