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
$153M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1 +$1.3M
2 +$876K
3 +$598K
4
AMP icon
Ameriprise Financial
AMP
+$596K
5
KVUE icon
Kenvue
KVUE
+$501K

Top Sells

1 +$262K
2 +$206K
3 +$116K
4
MAR icon
Marriott International
MAR
+$56K
5
EBAY icon
eBay
EBAY
+$43K

Sector Composition

1 Financials 25.55%
2 Technology 23.72%
3 Consumer Discretionary 15.65%
4 Communication Services 14.28%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$212K 0.14%
30,886
+2,750
77
$212K 0.14%
2,316
-30
78
$200K 0.13%
+2,990
79
$195K 0.13%
13,913
-348
80
$31.9K 0.02%
518
+44
81
$12.6K 0.01%
84,191
+1,470
82
-3,369
83
-17,614