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
+$272K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$397K
3
+$372K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$362K
5
LH icon
Labcorp
LH
+$358K

Top Sells

1
+$343K
2
+$268K
3
+$212K
4
AIG icon
American International
AIG
+$201K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$34.9K

Sector Composition

1 Financials 21.79%
2 Technology 18.23%
3 Consumer Discretionary 15.7%
4 Communication Services 15.58%
5 Healthcare 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$214K 0.18%
4,056
77
$213K 0.18%
1,792
78
$207K 0.17%
+9,975
79
$200K 0.16%
+2,376
80
$110K 0.09%
124,507
81
$101K 0.08%
1,005
-347
82
$97K 0.08%
11,391
+50
83
$89K 0.07%
13,455
84
$86K 0.07%
19,350
+7,000
85
– –
-3,927
86
– –
-9,200
87
– –
-27,801
1 2 3
4