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
$135M
AUM Growth
+$5.52M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
80
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$226K
3
+$220K
4
GXO icon
GXO Logistics
GXO
+$217K
5
MODG icon
Topgolf Callaway Brands
MODG
+$102K

Top Sells

1
+$124K
2
+$116K
3
+$99.3K
4
AMP icon
Ameriprise Financial
AMP
+$98.7K
5
HD icon
Home Depot
HD
+$81.4K

Sector Composition

1 Financials 22.43%
2 Technology 22.01%
3 Consumer Discretionary 16.01%
4 Communication Services 15.05%
5 Healthcare 9.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.3M 12.78%
50,725
-342
2
$9.05M 6.69%
29,126
-262
3
$8.63M 6.38%
25,982
-297
4
$8.43M 6.24%
57,978
-137
5
$4.76M 3.52%
166,052
-4,328
6
$4.35M 3.22%
104,673
-1,180
7
$4.32M 3.2%
22,988
-75
8
$4.22M 3.12%
97,724
+728
9
$3.79M 2.8%
51,920
-232
10
$3.68M 2.72%
100,293
-400
11
$3.36M 2.49%
64,947
+707
12
$3.27M 2.42%
18,256
-99
13
$3.16M 2.34%
19,116
-75
14
$3.08M 2.28%
34,522
-263
15
$2.72M 2.01%
61,040
-650
16
$2.03M 1.5%
32,390
+48
17
$2.02M 1.49%
31,565
-133
18
$1.95M 1.44%
26,312
-129
19
$1.91M 1.41%
57,143
-256
20
$1.85M 1.37%
6,214
21
$1.8M 1.33%
45,477
-203
22
$1.8M 1.33%
9,795
-68
23
$1.72M 1.27%
86,464
+5,120
24
$1.71M 1.26%
12,944
-32
25
$1.65M 1.22%
131,740
+1,010
1
2 3 4