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
$121M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$37K
3
+$28.7K
4
DD icon
DuPont de Nemours
DD
+$26.7K
5
IAC icon
IAC Inc
IAC
+$12.5K

Top Sells

1
+$2.32M
2
+$1.57M
3
+$997K
4
HD icon
Home Depot
HD
+$485K
5
JPM icon
JPMorgan Chase
JPM
+$475K

Sector Composition

1 Financials 21.12%
2 Technology 19.28%
3 Communication Services 15.63%
4 Consumer Discretionary 14.87%
5 Healthcare 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$194K 0.16%
1,352
-91
77
$126K 0.1%
124,507
-500
78
$119K 0.1%
11,341
-274
79
$113K 0.09%
13,455
80
$75K 0.06%
12,350
81
– –
-7,177
82
– –
-4,875
83
– –
-2,484
84
– –
-1,270
85
– –
-6,310
86
– –
-40,597
87
– –
-92,849
1 2 3
4