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
$121M
AUM Growth
-$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$1.26M
2
+$37K
3
+$28.7K
4
DD icon
DuPont de Nemours
DD
+$26.7K
5
IAC icon
IAC Inc
IAC
+$12.5K

Top Sells

1
+$2.32M
2
+$1.57M
3
+$997K
4
HD icon
Home Depot
HD
+$485K
5
JPM icon
JPMorgan Chase
JPM
+$475K

Sector Composition

1 Financials 21.12%
2 Technology 19.28%
3 Communication Services 15.63%
4 Consumer Discretionary 14.87%
5 Healthcare 11.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.6M 11.25%
53,081
-3,882
2
$7.95M 6.57%
29,000
-1,767
3
$6.47M 5.34%
57,437
-4,216
4
$6.18M 5.1%
26,014
-449
5
$5.1M 4.21%
97,271
-8,958
6
$4.8M 3.96%
154,055
-6,112
7
$3.91M 3.23%
99,690
-3,586
8
$3.5M 2.89%
23,164
-477
9
$3.4M 2.8%
19,138
-1,768
10
$3.34M 2.75%
18,277
-1,739
11
$3.26M 2.69%
52,542
-5,105
12
$3.18M 2.62%
33,688
-1,165
13
$2.65M 2.19%
62,249
-2,198
14
$2.65M 2.18%
63,424
-3,178
15
$2.61M 2.15%
49,521
-1,403
16
$2.45M 2.02%
31,775
-3,126
17
$2.28M 1.88%
26,946
-390
18
$2.13M 1.76%
57,057
-1,101
19
$2.02M 1.67%
21,831
-524
20
$1.97M 1.62%
24,897
-134
21
$1.85M 1.53%
90,324
-56
22
$1.74M 1.44%
12,313
-1,142
23
$1.7M 1.41%
27,068
-284
24
$1.56M 1.29%
6,309
-386
25
$1.51M 1.25%
147,155
-1,471
1
2 3 4