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

Top Buys

1 +$148K
2 +$63.5K
3 +$30.3K
4
MDT icon
Medtronic
MDT
+$30.2K
5
MODG icon
Topgolf Callaway Brands
MODG
+$28.2K

Top Sells

1 +$1.05M
2 +$405K
3 +$359K
4
JPM icon
JPMorgan Chase
JPM
+$315K
5
HD icon
Home Depot
HD
+$311K

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