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
$127M
AUM Growth
-$7.81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$226K
2 +$117K
3 +$99.3K
4
MSGE icon
Madison Square Garden
MSGE
+$88.8K
5
MKL icon
Markel Group
MKL
+$81K

Top Sells

1 +$246K
2 +$206K
3 +$155K
4
JPM icon
JPMorgan Chase
JPM
+$145K
5
DIS icon
Walt Disney
DIS
+$142K

Sector Composition

1 Financials 22.83%
2 Technology 22.39%
3 Consumer Discretionary 15.91%
4 Communication Services 15.47%
5 Healthcare 8.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.17%
16,079
-1,179
77
$203K 0.16%
3,453
78
$96.9K 0.08%
28,756
79
$32.7K 0.03%
89,640
80
$14.8K 0.01%
488
81
-3,085