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
$131M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$251K
3
+$207K
4
ISCA
International Speedway Corp
ISCA
+$119K
5
MCD icon
McDonald's
MCD
+$96.3K

Top Sells

1
+$1.16M
2
+$859K
3
+$565K
4
BMY icon
Bristol-Myers Squibb
BMY
+$499K
5
SPLS
Staples Inc
SPLS
+$479K

Sector Composition

1 Consumer Discretionary 22.4%
2 Financials 19.82%
3 Consumer Staples 12.69%
4 Communication Services 11.85%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.38M 1.82%
29,589
-1,009
27
$2.36M 1.8%
23,431
28
$2.27M 1.73%
72,463
-400
29
$2.19M 1.68%
18,437
-62
30
$1.97M 1.51%
29,372
-410
31
$1.97M 1.5%
+66,663
32
$1.87M 1.43%
39,161
+191
33
$1.74M 1.33%
33,680
34
$1.72M 1.32%
82,732
+2,408
35
$1.61M 1.23%
58,432
-605
36
$1.51M 1.15%
39,930
-100
37
$1.47M 1.12%
19,684
38
$1.34M 1.03%
28,847
39
$1.29M 0.99%
12,495
40
$1.14M 0.87%
43,449
41
$1.08M 0.82%
24,240
42
$919K 0.7%
11,990
-200
43
$802K 0.61%
24,609
+3,652
44
$777K 0.59%
14,125
45
$720K 0.55%
28,100
46
$680K 0.52%
6,981
+989
47
$662K 0.51%
31,463
48
$640K 0.49%
34,988
49
$618K 0.47%
14,916
+1,555
50
$607K 0.46%
35,775
-3,000
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