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OVERLAYS
Fund
Benchmark
3Y · NAV total return · GBP
Boyar Value: holdings, performance and fees
Top 10 holdings
| Holding | Weight |
|---|---|
| MICROSOFT CORPORATION | 9.3% |
| AMERIPRISE FINANCIAL, INC. | 9.2% |
| THE HOME DEPOT, INC. | 7.3% |
| JPMORGAN CHASE & CO. | 6.8% |
| UBER TECHNOLOGIES, INC. | 6.0% |
| BANK OF AMERICA CORPORATION | 5.7% |
| BANK OF NEW YORK MELLON CORPORATION (THE) | 5.3% |
| MADISON SQUARE GARDEN SPORTS CORP | 4.6% |
| WALT DISNEY COMPANY(THE) | 3.9% |
| Atlanta Braves Hldgs Inc. Reg.Sh. C DL -,001 | 3.8% |
Top countries
- USA100.2%
Holdings, sector and country weightings and performance as reported by FE fundinfo. Weightings are a percentage of the portfolio and may not sum to 100.
AI FORECAST · 12-MONTH
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This is an illustrative, model-generated scenario based on stated assumptions. It is not a prediction, a forecast of actual returns, or investment advice. Outcomes may differ materially. Past performance is not a guide to future returns. Capital is at risk.
PORTFOLIO BREAKDOWN