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
$138M
AUM Growth
-$13.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$957K
2
+$679K
3
+$66.5K
4
HHH icon
Howard Hughes
HHH
+$45.2K
5
GPN icon
Global Payments
GPN
+$33.6K

Top Sells

1
+$1.28M
2
+$1.14M
3
+$934K
4
HD icon
Home Depot
HD
+$737K
5
BAC icon
Bank of America
BAC
+$594K

Sector Composition

1 Financials 28.38%
2 Technology 23%
3 Communication Services 14.01%
4 Consumer Discretionary 13.75%
5 Healthcare 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$128K 0.09%
47,569
-2,857
77
$4.68K ﹤0.01%
465
-11
78
– –
-4,840
79
– –
-12,788
80
– –
-2,669
1 2 3
4