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
$152M
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$154K
2
+$62K
3
+$35.9K
4
MDT icon
Medtronic
MDT
+$32.7K
5
CALY
Callaway Golf Company
CALY
+$32.6K

Top Sells

1
+$1.06M
2
+$409K
3
+$344K
4
HD icon
Home Depot
HD
+$326K
5
JPM icon
JPMorgan Chase
JPM
+$306K

Sector Composition

1 Financials 28.76%
2 Technology 22.63%
3 Communication Services 14.97%
4 Consumer Discretionary 14.26%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$192K 0.13%
11,090
-408
77
$188K 0.12%
11,321
-649
78
$7.86K 0.01%
476
-37
79
– –
-273
1 2 3
4