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
$166M
AUM Growth
+$14.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$3.56M
2
+$277K
3
+$274K
4
ANGI icon
Angi Inc
ANGI
+$228K
5
MODG icon
Topgolf Callaway Brands
MODG
+$154K

Top Sells

1
+$247K
2
+$181K
3
+$158K
4
MSFT icon
Microsoft
MSFT
+$126K
5
BAC icon
Bank of America
BAC
+$102K

Sector Composition

1 Financials 21.27%
2 Technology 20.09%
3 Consumer Discretionary 16.57%
4 Communication Services 15.54%
5 Healthcare 9.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$18.5M 11.16%
55,076
-374
2
$12.4M 7.47%
29,894
-201
3
$9.41M 5.67%
59,456
-300
4
$7.76M 4.67%
25,715
-201
5
$6.89M 4.15%
154,975
-2,287
6
$6.11M 3.68%
103,496
-46
7
$5.09M 3.07%
32,853
+238
8
$5.03M 3.03%
99,920
+2,015
9
$4.16M 2.5%
19,388
-101
10
$4.03M 2.43%
63,664
+1,951
11
$4.01M 2.42%
23,078
+1,578
12
$3.99M 2.41%
24,805
+307
13
$3.85M 2.32%
58,012
-381
14
$3.78M 2.28%
65,104
-594
15
$3.75M 2.26%
89,463
+84,971
16
$3.59M 2.16%
21,005
-100
17
$3.5M 2.11%
49,689
+1,998
18
$3.11M 1.87%
60,380
-201
19
$3.04M 1.83%
13,125
-119
20
$2.56M 1.54%
38,547
-2,382
21
$2.38M 1.43%
142,308
+8,443
22
$2.32M 1.4%
22,450
+1,112
23
$2.16M 1.3%
34,685
-100
24
$2.09M 1.26%
26,653
+596
25
$2.06M 1.24%
89,964
+5,778
1
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