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
$146M
AUM Growth
-$7.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1 +$450K
2 +$335K
3 +$309K
4
KLAC icon
KLA
KLAC
+$225K
5
GEHC icon
GE HealthCare
GEHC
+$76.8K

Top Sells

1 +$797K
2 +$412K
3 +$295K
4
BEN icon
Franklin Resources
BEN
+$276K
5
USLM icon
United States Lime & Minerals
USLM
+$267K

Sector Composition

1 Financials 26.33%
2 Technology 24.94%
3 Consumer Discretionary 14.35%
4 Communication Services 14.33%
5 Healthcare 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$167K 0.11%
30,886
77
$16.3K 0.01%
518
78
$9.81K 0.01%
83,857
-334
79
-2,316
80
-4,475
81
-559
82
-2,990