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
$123M
AUM Growth
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$874K
3 +$414K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$342K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$340K

Top Sells

1 +$1.13M
2 +$122K
3 +$104K
4
MDP
Meredith Corporation
MDP
+$99.8K
5
AMP icon
Ameriprise Financial
AMP
+$93.5K

Sector Composition

1 Financials 20.25%
2 Consumer Discretionary 19.4%
3 Consumer Staples 12.2%
4 Healthcare 10.42%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$2.2M 1.79%
194,030
+77,110
27
$2.2M 1.79%
35,857
+825
28
$2.14M 1.75%
82,968
-25
29
$1.86M 1.52%
33,231
-103
30
$1.84M 1.5%
32,862
31
$1.75M 1.43%
48,484
+1,525
32
$1.68M 1.37%
35,260
33
$1.58M 1.28%
35,107
34
$1.49M 1.21%
7,892
+2,201
35
$1.48M 1.21%
66,086
-1,000
36
$1.47M 1.2%
89,946
+4,225
37
$1.42M 1.16%
37,537
-700
38
$1.25M 1.02%
47,649
39
$1.23M 1%
34,320
-630
40
$1.15M 0.94%
41,980
+12,360
41
$1.15M 0.94%
20,912
+6,210
42
$935K 0.76%
12,495
43
$928K 0.76%
45,160
-125
44
$891K 0.73%
12,190
-627
45
$855K 0.7%
17,712
+5,551
46
$855K 0.7%
33,057
47
$844K 0.69%
50,013
48
$696K 0.57%
20,470
+825
49
$692K 0.56%
7,683
-201
50
$618K 0.5%
13,002
+99