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
$130M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1 +$712K
2 +$520K
3 +$479K
4
SMG icon
ScottsMiracle-Gro
SMG
+$453K
5
BAC icon
Bank of America
BAC
+$307K

Top Sells

1 +$391K
2 +$267K
3 +$248K
4
MRK icon
Merck
MRK
+$167K
5
BEN icon
Franklin Resources
BEN
+$150K

Sector Composition

1 Financials 22.22%
2 Technology 19.91%
3 Communication Services 16.61%
4 Consumer Discretionary 15.08%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$24.7K 0.02%
500
-10
77
-3,927
78
-13,455
79
-12,281