BAM

Boyar Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$135M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$211K
3
+$196K
4
GXO icon
GXO Logistics
GXO
+$194K
5
CALY
Callaway Golf Company
CALY
+$102K

Top Sells

1
+$124K
2
+$107K
3
+$93.9K
4
AMP icon
Ameriprise Financial
AMP
+$91.3K
5
HD icon
Home Depot
HD
+$77.4K

Sector Composition

1 Financials 22.43%
2 Technology 22.01%
3 Consumer Discretionary 16.01%
4 Communication Services 15.05%
5 Healthcare 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$206K 0.15%
3,085
+80
77
$202K 0.15%
17,258
-1,550
78
$192K 0.14%
28,756
-590
79
$48.4K 0.04%
89,640
-1,578
80
$24.1K 0.02%
488
-12
1 2 3
4