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
$152M
AUM Growth
-$3.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$148K
2
+$63.5K
3
+$30.3K
4
MDT icon
Medtronic
MDT
+$30.2K
5
MODG icon
Topgolf Callaway Brands
MODG
+$28.2K

Top Sells

1
+$1.05M
2
+$405K
3
+$359K
4
JPM icon
JPMorgan Chase
JPM
+$315K
5
HD icon
Home Depot
HD
+$311K

Sector Composition

1 Financials 28.76%
2 Technology 22.63%
3 Communication Services 14.97%
4 Consumer Discretionary 14.26%
5 Healthcare 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.1M 12.61%
45,334
-960
2
$13.1M 8.64%
54,633
-1,313
3
$12.1M 7.99%
22,745
-1,980
4
$10.5M 6.92%
26,972
-799
5
$7.1M 4.68%
161,572
+123
6
$5.79M 3.82%
96,019
+503
7
$4.89M 3.22%
21,659
-230
8
$4.14M 2.73%
53,846
+2
9
$3.71M 2.45%
33,315
+35
10
$3.65M 2.41%
61,657
-1,000
11
$3.61M 2.38%
96,279
-4,612
12
$2.93M 1.93%
49,079
+2
13
$2.66M 1.75%
18,359
+1
14
$2.56M 1.69%
96,352
+243
15
$2.39M 1.58%
8,568
-7
16
$2.21M 1.46%
17,538
+31
17
$2.11M 1.4%
55,270
+3,860
18
$2M 1.32%
30,099
-472
19
$1.88M 1.24%
9,928
+48
20
$1.87M 1.24%
24,494
+6
21
$1.79M 1.18%
44,457
+542
22
$1.79M 1.18%
6,181
+4
23
$1.7M 1.12%
30,068
+1
24
$1.66M 1.1%
46,750
-1,042
25
$1.62M 1.07%
7,181
+1
1
2 3 4