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
$153M
AUM Growth
+$20.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$1.3M
2
+$876K
3
+$598K
4
AMP icon
Ameriprise Financial
AMP
+$596K
5
KVUE icon
Kenvue
KVUE
+$501K

Top Sells

1
+$262K
2
+$206K
3
+$116K
4
MAR icon
Marriott International
MAR
+$56K
5
EBAY icon
eBay
EBAY
+$43K

Sector Composition

1 Financials 25.55%
2 Technology 23.72%
3 Consumer Discretionary 15.65%
4 Communication Services 14.28%
5 Healthcare 7.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.5M 13.35%
48,663
+3,086
2
$11.6M 7.59%
58,083
+4,372
3
$10.9M 7.08%
24,755
+1,360
4
$10.7M 6.98%
27,892
+1,559
5
$7.33M 4.78%
95,150
+4,372
6
$6.2M 4.04%
163,461
+5,973
7
$4.44M 2.89%
102,376
+4,619
8
$4.1M 2.67%
22,220
+895
9
$4M 2.61%
32,729
+2,379
10
$3.44M 2.24%
49,073
+2,326
11
$3.26M 2.13%
56,589
+3,237
12
$3.2M 2.09%
64,146
+1,952
13
$2.93M 1.91%
18,507
+218
14
$2.65M 1.73%
95,531
+5,814
15
$2.61M 1.7%
17,544
+748
16
$2.35M 1.53%
53,176
+1,626
17
$2.3M 1.5%
30,831
+599
18
$2.27M 1.48%
9,010
-222
19
$2.22M 1.45%
12,518
+919
20
$2.21M 1.44%
45,089
+1,882
21
$2.03M 1.32%
24,968
+1,105
22
$1.9M 1.24%
48,354
+1,882
23
$1.75M 1.14%
6,199
24
$1.74M 1.13%
21,760
-207
25
$1.71M 1.12%
43,840
+850
1
2 3 4