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
-$3.41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$408K
3
+$216K
4
UBER icon
Uber
UBER
+$201K
5
MSGS icon
Madison Square Garden
MSGS
+$145K

Top Sells

1
+$1.91M
2
+$360K
3
+$157K
4
NDAQ icon
Nasdaq
NDAQ
+$117K
5
JPM icon
JPMorgan Chase
JPM
+$81.3K

Sector Composition

1 Financials 22.66%
2 Communication Services 17.89%
3 Technology 17.57%
4 Consumer Discretionary 15.92%
5 Healthcare 8.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.6M 10.3%
55,450
-557
2
$9.88M 6.51%
30,095
-235
3
$9.78M 6.44%
59,756
-497
4
$6.84M 4.51%
25,916
-1
5
$6.68M 4.4%
157,262
-8,487
6
$5.52M 3.63%
32,615
-114
7
$5.48M 3.61%
97,905
-714
8
$4.45M 2.93%
103,542
-321
9
$4M 2.63%
21,500
+781
10
$3.58M 2.36%
24,498
+2,787
11
$3.55M 2.34%
19,489
-99
12
$3.47M 2.28%
47,691
+22,737
13
$3.41M 2.25%
21,105
-50
14
$3.41M 2.24%
65,698
-1,162
15
$3.4M 2.24%
58,393
-376
16
$3.36M 2.21%
61,713
-165
17
$3.23M 2.13%
60,581
-862
18
$3.03M 2%
13,244
-77
19
$2.85M 1.88%
40,929
-1,105
20
$2.3M 1.51%
133,865
-779
21
$2.28M 1.5%
37,781
-258
22
$2.06M 1.36%
34,785
-83
23
$2.04M 1.35%
26,057
+285
24
$2.04M 1.35%
84,186
-485
25
$1.88M 1.24%
26,711
-306
1
2 3 4