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

Top Buys

1 +$339K
2 +$286K
3 +$206K
4
MDT icon
Medtronic
MDT
+$9.89K
5
MRK icon
Merck
MRK
+$2.07K

Top Sells

1 +$1.64M
2 +$807K
3 +$804K
4
JPM icon
JPMorgan Chase
JPM
+$556K
5
UBER icon
Uber
UBER
+$405K

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
-4,307
83
-1,442