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
$155M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$1.38M
2 +$1.33M
3 +$295K
4
PYPL icon
PayPal
PYPL
+$208K
5
MODG icon
Topgolf Callaway Brands
MODG
+$171K

Top Sells

1 +$736K
2 +$257K
3 +$254K
4
TGT icon
Target
TGT
+$222K
5
KO icon
Coca-Cola
KO
+$217K

Sector Composition

1 Financials 26.2%
2 Technology 23.47%
3 Consumer Discretionary 14.8%
4 Communication Services 14.76%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$211K 0.14%
273
77
$208K 0.13%
+2,669
78
$191K 0.12%
29,886
-1,000
79
$15.7K 0.01%
513
-5
80
-13,917
81
-83,857