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
+$45K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$326K
3
+$142K
4
MCD icon
McDonald's
MCD
+$142K
5
VZ icon
Verizon
VZ
+$127K

Top Sells

1
+$1.09M
2
+$662K
3
+$517K
4
GLW icon
Corning
GLW
+$216K
5
MAR icon
Marriott International
MAR
+$74.8K

Sector Composition

1 Consumer Discretionary 21.03%
2 Financials 19.65%
3 Communication Services 13.7%
4 Consumer Staples 12.59%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.28M 1.75%
23,431
27
$2.21M 1.69%
71,229
+4,566
28
$2.19M 1.67%
71,960
-503
29
$2.13M 1.63%
28,583
-1,006
30
$1.95M 1.49%
39,529
+368
31
$1.86M 1.42%
33,680
32
$1.81M 1.39%
30,603
+1,231
33
$1.81M 1.39%
160,568
-58,660
34
$1.65M 1.26%
+30,855
35
$1.6M 1.22%
58,132
-300
36
$1.42M 1.09%
39,380
-550
37
$1.38M 1.05%
28,847
38
$1.37M 1.05%
19,684
39
$1.31M 1%
12,495
40
$1.17M 0.89%
57,294
-25,438
41
$984K 0.75%
43,049
-400
42
$979K 0.75%
11,965
-25
43
$952K 0.73%
24,240
44
$933K 0.71%
25,443
+834
45
$838K 0.64%
34,988
46
$805K 0.62%
8,471
+1,490
47
$701K 0.54%
14,025
-100
48
$677K 0.52%
14,528
+2,726
49
$623K 0.48%
28,100
50
$574K 0.44%
16,580
+1,664
1
2
3