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
+$272K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
87
New
Increased
Reduced
Closed

Top Buys

1
+$560K
2
+$397K
3
+$372K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$362K
5
LH icon
Labcorp
LH
+$358K

Top Sells

1
+$343K
2
+$268K
3
+$212K
4
AIG icon
American International
AIG
+$201K
5
QVCGA
QVC Group Inc Series A
QVCGA
+$34.9K

Sector Composition

1 Financials 21.79%
2 Technology 18.23%
3 Consumer Discretionary 15.7%
4 Communication Services 15.58%
5 Healthcare 11.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 9.9%
51,608
-1,473
2
$8.3M 6.84%
30,084
+1,084
3
$6.65M 5.48%
26,385
+371
4
$6.29M 5.18%
60,153
+2,716
5
$5.21M 4.29%
172,597
+18,542
6
$4.5M 3.7%
102,736
+5,465
7
$3.48M 2.87%
25,494
+2,330
8
$3.46M 2.85%
36,726
+3,038
9
$3.17M 2.61%
108,263
+8,573
10
$3.13M 2.58%
19,189
+51
11
$2.97M 2.45%
18,408
+131
12
$2.92M 2.41%
53,344
+802
13
$2.89M 2.38%
72,182
+9,933
14
$2.67M 2.2%
100,890
+10,566
15
$2.45M 2.02%
25,729
+3,898
16
$2.43M 2%
63,019
-405
17
$2.37M 1.96%
53,839
+4,318
18
$2.25M 1.86%
31,726
-49
19
$2.17M 1.78%
30,631
+3,685
20
$2.05M 1.69%
13,786
+1,473
21
$1.66M 1.36%
29,549
+2,481
22
$1.59M 1.31%
11,367
+1,506
23
$1.51M 1.25%
54,977
+8,830
24
$1.49M 1.22%
57,661
+604
25
$1.46M 1.2%
6,309
1
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