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
$100M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.05M
2
+$4.67M
3
+$4.51M
4
JPM icon
JPMorgan Chase
JPM
+$4.13M
5
MSFT icon
Microsoft
MSFT
+$4.02M

Top Sells

No sells this quarter

Sector Composition

1 Financials 21.81%
2 Consumer Discretionary 16.47%
3 Consumer Staples 13.33%
4 Communication Services 11.77%
5 Healthcare 11.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.05M 5.04%
+190,178
2
$4.67M 4.66%
+60,308
3
$4.51M 4.49%
+56,381
4
$4.13M 4.12%
+78,308
5
$4.02M 4.01%
+116,415
6
$3.37M 3.36%
+60,781
7
$3.3M 3.29%
+40,838
8
$3.3M 3.29%
+78,047
9
$2.99M 2.98%
+62,753
10
$2.73M 2.72%
+212,120
11
$2.66M 2.65%
+59,597
12
$2.65M 2.64%
+35,496
13
$2.59M 2.59%
+31,200
14
$2.56M 2.56%
+89,892
15
$2.56M 2.55%
+438,258
16
$2.51M 2.5%
+63,184
17
$2.46M 2.46%
+28,477
18
$2.42M 2.41%
+38,293
19
$2.37M 2.36%
+84,575
20
$2.28M 2.27%
+26,536
21
$2.14M 2.13%
+166,060
22
$2.1M 2.09%
+18,905
23
$1.85M 1.85%
+38,699
24
$1.84M 1.83%
+38,340
25
$1.83M 1.82%
+32,732
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