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
$166M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$277K
3
+$274K
4
ANGI icon
Angi Inc
ANGI
+$228K
5
MODG icon
Topgolf Callaway Brands
MODG
+$154K

Top Sells

1
+$247K
2
+$181K
3
+$158K
4
MSFT icon
Microsoft
MSFT
+$126K
5
BAC icon
Bank of America
BAC
+$102K

Sector Composition

1 Financials 21.27%
2 Technology 20.09%
3 Consumer Discretionary 16.57%
4 Communication Services 15.54%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$236K 0.14%
6,310
77
$230K 0.14%
1,091
78
$227K 0.14%
123,270
-5,000
79
$223K 0.13%
3,927
80
$216K 0.13%
1,280
-10
81
$199K 0.12%
28,607
+6,000
82
$192K 0.12%
13,455
-1,500
83
$181K 0.11%
24,951
+1,000
84
$164K 0.1%
12,144
-158
85
$116K 0.07%
12,350
86
– –
-8,416
1 2 3
4