BAM

Boyar Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 19.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$152M
AUM Growth
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$408K
3
+$216K
4
UBER icon
Uber
UBER
+$201K
5
MSGS icon
Madison Square Garden
MSGS
+$145K

Top Sells

1
+$1.91M
2
+$360K
3
+$157K
4
NDAQ icon
Nasdaq
NDAQ
+$117K
5
JPM icon
JPMorgan Chase
JPM
+$81.3K

Sector Composition

1 Financials 22.66%
2 Communication Services 17.89%
3 Technology 17.57%
4 Consumer Discretionary 15.92%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$234K 0.15%
8,234
+421
77
$232K 0.15%
1,091
+50
78
$229K 0.15%
14,955
-700
79
$219K 0.14%
6,310
+229
80
$216K 0.14%
+3,927
81
$203K 0.13%
1,290
82
$202K 0.13%
22,607
+918
83
$201K 0.13%
+4,492
84
$167K 0.11%
12,302
-150
85
$143K 0.09%
12,350
-300
86
– –
-130,721
1 2 3
4