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
$133M
AUM Growth
+$5.88M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$339K
2
+$286K
3
+$206K
4
MDT icon
Medtronic
MDT
+$9.89K
5
MRK icon
Merck
MRK
+$2.07K

Top Sells

1
+$1.64M
2
+$807K
3
+$804K
4
JPM icon
JPMorgan Chase
JPM
+$556K
5
UBER icon
Uber
UBER
+$405K

Sector Composition

1 Financials 23.92%
2 Technology 23.62%
3 Consumer Discretionary 15.99%
4 Communication Services 14.49%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 12.86%
45,577
-4,369
2
$9.14M 6.86%
53,711
-3,269
3
$9.13M 6.85%
26,333
-2,328
4
$8.89M 6.67%
23,395
-2,118
5
$5.59M 4.19%
90,778
-6,585
6
$5.3M 3.98%
157,488
-8,469
7
$4.29M 3.22%
97,757
-6,925
8
$3.88M 2.91%
21,325
-1,465
9
$3.39M 2.54%
46,747
-4,175
10
$3.14M 2.36%
62,194
-2,259
11
$2.87M 2.15%
18,289
-772
12
$2.78M 2.08%
53,352
-6,735
13
$2.74M 2.06%
30,350
-2,426
14
$2.64M 1.98%
16,796
-966
15
$2.59M 1.94%
51,550
-4,109
16
$2.58M 1.94%
89,717
-7,257
17
$2.08M 1.56%
9,232
-213
18
$1.93M 1.45%
30,232
-1,805
19
$1.84M 1.38%
6,199
-15
20
$1.75M 1.31%
23,863
-2,289
21
$1.73M 1.3%
21,967
-847
22
$1.7M 1.28%
42,990
-1,060
23
$1.65M 1.24%
11,599
-1,180
24
$1.49M 1.12%
29,107
-2,108
25
$1.49M 1.12%
7,230
-80
1
2 3 4