BV
| |
Boyar Value Fund | BOYAXMutual Fund | |
| Boyar Value Fund | |
| Last update 2025-02-28 | 32 Stocks (0 new) |
| Value $27.00 Mil | Turnover 0 % |
Boyar Value Fund Top Holdings of 2024-12-31
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| 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 | 6,710 | 3,572.6 | -21.06% | 13.410 | -2.94% | 0.010 | -10.59% | -8.76% | 46,267.8 | Asset Management | |
HD | The Home Depot Inc | 5,885 | 2,289.2 | -7.83% | 8.600 | -0.71% | 0.000 | -10.96% | -5.70% | 362,306.7 | Retail - Cyclical | |
MSFT | Microsoft Corp | 5,283 | 2,226.8 | -12.29% | 8.360 | -1.11% | 0.000 | +5.08% | +3.48% | 3,235,237.7 | Software | |
JPM | JPMorgan Chase & Co | 8,210 | 1,968.0 | -10.27% | 7.390 | -0.69% | 0.000 | -4.95% | +6.54% | 701,750.5 | Banks | |
BAC | Bank of America Corp | 31,421 | 1,381.0 | 0% | 5.190 | 0% | 0.000 | -10.74% | -5.96% | 309,334.2 | Banks | |
UBER | Uber Technologies Inc | 20,248 | 1,221.4 | 0% | 4.590 | 0% | 0.000 | +26.07% | +39.72% | 176,251.2 | Software | |
MSGS | Madison Square Garden Sports Corp | 4,934 | 1,113.5 | 0% | 4.180 | 0% | 0.020 | -14.79% | -16.98% | 4,498.5 | Media - Diversified | |
DIS | The Walt Disney Co | 9,500 | 1,057.8 | 0% | 3.970 | 0% | 0.000 | -18.19% | -16.94% | 167,202.4 | Media - Diversified | |
BATRK | Atlanta Braves Holdings Inc | 26,727 | 1,022.6 | 0% | 3.840 | 0% | 0.040 | +3.95% | +5.28% | 2,520.2 | Media - Diversified | |
BK | Bank of New York Mellon Corp | 12,707 | 976.3 | 0% | 3.670 | 0% | 0.000 | -3.82% | +8.17% | 58,765.7 | Banks |
Boyar Value Fund's Historical Top Holdings Breakdowns
Boyar Value Fund's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMP | Ameriprise Financial Inc | 2024-12-31 | Reduce | -2.94% | 479.54 ($534.65) 574.01 | $484.48 | -9.38% | Reduce -21.06% | 6,710 | -1,790 | |
MSFT | Microsoft Corp | 2024-12-31 | Reduce | -1.11% | 406.35 ($426.03) 454.46 | $435.28 | 2.17% | Reduce -12.29% | 5,283 | -740 | |
C | Citigroup Inc | 2024-12-31 | Sold Out | -0.97% | 61.31 ($67.49) 72.5 | $70.59 | 4.59% | Sold Out | 0 | -4,430 | |
HD | The Home Depot Inc | 2024-12-31 | Reduce | -0.71% | 385.02 ($408.53) 431.37 | $364.52 | -10.77% | Reduce -7.83% | 5,885 | -500 | |
JPM | JPMorgan Chase & Co | 2024-12-31 | Reduce | -0.69% | 205.23 ($233.33) 250.29 | $252.51 | 8.22% | Reduce -10.27% | 8,210 | -940 | |
MAR | Marriott International Inc | 2024-12-31 | Sold Out | -0.01% | 248.82 ($275.01) 292.59 | $249.47 | -9.29% | Sold Out | 0 | -8 | |
MSFT | Microsoft Corp | 2024-09-30 | Reduce | -2.72% | 395.15 ($427.47) 467.56 | $435.28 | 1.83% | Reduce -22.12% | 6,023 | -1,711 | |
MTCH | Match Group Inc | 2024-09-30 | New Buy | +1.39% | 29.34 ($34.99) 38.14 | $30.69 | -12.29% | New holding | 10,500 | 10,500 | |
MODG | Topgolf Callaway Brands Corp | 2024-09-30 | Sold Out | -1.30% | 9.24 ($12.58) 16.5 | $6.85 | -45.55% | Sold Out | 0 | -23,910 | |
SSNC | SS&C Technologies Holdings Inc | 2024-09-30 | New Buy | +1.28% | 61.42 ($70.9) 76.46 | $77.70 | 9.59% | New holding | 4,935 | 4,935 |
Boyar Value Fund Total Holding History ($B)
Boyar Value Fund's Asset Allocation
Boyar Value Fund Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Boyar Value Fund's Hypothetical Growth since 2024-12-31
Boyar Value Fund's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Boyar Value Fund's Holdings Heat Map
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Boyar Value Fund's Holdings Bubble Chart
Boyar Value Fund News
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