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
$133M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$307K
2
+$275K
3
+$189K
4
MDT icon
Medtronic
MDT
+$9.15K
5
MRK icon
Merck
MRK
+$1.97K

Top Sells

1
+$1.56M
2
+$726K
3
+$721K
4
JPM icon
JPMorgan Chase
JPM
+$495K
5
UBER icon
Uber
UBER
+$344K

Sector Composition

1 Financials 23.92%
2 Technology 23.62%
3 Consumer Discretionary 15.99%
4 Communication Services 14.49%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$196K 0.15%
11,848
-4,466
77
$170K 0.13%
14,261
-1,818
78
$154K 0.12%
28,136
-620
79
$20.7K 0.02%
474
-14
80
$9.18K 0.01%
82,721
-6,919
81
– –
-8,189
82
– –
-10,294
83
– –
-1,442
1 2 3
4