BV

Boyar Value Fund | BOYAX

Mutual Fund
Boyar Value Fund
Last update 2024-08-26 39 Stocks (0 new)
Value $28.00 Mil Turnover 2 %
Countries:
Top Holdings: AMP(12.93%)MSFT(12.31%)HD(7.83%)JPM(6.59%)UBER(5.24%)
Portfolio Report
Summary Stock Picks Current Portfolio
Boyar Value Fund Top Holdings of 2024-06-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMP 		Ameriprise Financial Inc
8,500
3631.120
0%
12.930
0%
0.010
+38.22%
+47.32%
53551.070
Asset Management
MSFT 		Microsoft Corp
7,734
3456.710
0%
12.310
0%
0.000
+5.12%
+12.98%
3141534.523
Software
HD 		The Home Depot Inc
6,385
2197.970
0%
7.830
0%
0.000
+17.23%
+19.37%
403177.782
Retail - Cyclical
JPM 		JPMorgan Chase & Co
9,150
1850.680
-14.88%
6.590
-1.05%
0.000
+16.84%
+42.64%
667179.373
Banks
UBER 		Uber Technologies Inc
20,248
1471.620
0%
5.240
0%
0.000
+4.39%
+17.01%
151695.300
Software
BAC 		Bank of America Corp
31,421
1249.610
0%
4.450
0%
0.000
+18.88%
+36.69%
346277.056
Banks
BATRK 		Atlanta Braves Holdings Inc
26,727
1054.110
+39.01%
3.750
+1.05%
0.040
-4.76%
+2.68%
2559.391
Media - Diversified
DIS 		The Walt Disney Co
9,500
943.260
0%
3.360
0%
0.000
+15.19%
+10.17%
179581.422
Media - Diversified
MSGS 		Madison Square Garden Sports Corp
4,934
928.230
0%
3.310
0%
0.020
+17.48%
+25.03%
5455.043
Media - Diversified
MCD 		McDonald's Corp
3,000
764.520
0%
2.720
0%
0.000
+10.89%
+2.66%
214247.788
Restaurants

Boyar Value Fund's Historical Top Holdings Breakdowns

Boyar Value Fund's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EBAY 		eBay Inc2024-06-30Sold Out
-2.17%
●
49.38 ($52.13) 54.55
$61.86
18.66%
Sold Out
0
-12,500
BEN 		Franklin Resources Inc2024-06-30Sold Out
-1.14%
●
21.83 ($24.08) 27.62
$21.04
-12.62%
Sold Out
0
-12,359
JPM 		JPMorgan Chase & Co2024-06-30Reduce
-1.05%
●
180.08 ($195.5) 204.79
$236.98
21.22%
Reduce -14.88%
9,150
-1,600
BATRK 		Atlanta Braves Holdings Inc2024-06-30Add
+1.05%
●
37.15 ($38.87) 40.62
$40.64
4.55%
Add 39.01%
26,727
7,500
IAC 		IAC Inc2024-06-30Add
+0.82%
●
46.03 ($50.37) 57.66
$53.46
6.13%
Add 174.07%
7,715
4,900
OI 		O-I Glass Inc2024-06-30Sold Out
-0.39%
●
10.98 ($13.51) 17.25
$12.80
-5.26%
Sold Out
0
-7,215
NWL 		Newell Brands Inc2024-06-30Sold Out
-0.18%
●
6.28 ($7.44) 8.71
$9.22
23.92%
Sold Out
0
-6,701
AMCX 		AMC Networks Inc2024-06-30Sold Out
-0.11%
●
9.18 ($13.19) 18.32
$8.55
-35.18%
Sold Out
0
-2,641
MSGE 		Madison Square Garden Entertainment Corp2023-06-30New Buy
+0.98%
●
28.7 ($34.31) 40.09
$39.15
14.11%
New holding
7,629
7,629
MODG 		Topgolf Callaway Brands Corp2023-03-31New Buy
+2.05%
●
19.69 ($22.67) 25.78
$9.63
-57.52%
New holding
23,910
23,910

Boyar Value Fund Total Holding History ($B)

To

Boyar Value Fund's Asset Allocation

To

Boyar Value Fund Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Boyar Value Fund's Hypothetical Growth since 2024-06-30

Boyar Value Fund's Yearly Returns

Year Portfolio % % Excess Gain %

Boyar Value Fund's Holdings Heat Map

Size field:

Boyar Value Fund's Holdings Bubble Chart

Boyar Value Fund News

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