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
$127M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$399K
3
+$208K
4
IBM icon
IBM
IBM
+$203K
5
PFE icon
Pfizer
PFE
+$37.1K

Top Sells

1
+$141K
2
+$131K
3
+$41.1K
4
CVS icon
CVS Health
CVS
+$20.7K
5
KMB icon
Kimberly-Clark
KMB
+$20.2K

Sector Composition

1 Consumer Discretionary 21.56%
2 Financials 18.59%
3 Communication Services 16.27%
4 Consumer Staples 13.83%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.1M 1.65%
39,789
+41
27
$2.06M 1.62%
76,207
+555
28
$2.01M 1.58%
28,233
29
$1.93M 1.51%
23,914
30
$1.92M 1.51%
41,240
+400
31
$1.79M 1.4%
28,047
-645
32
$1.74M 1.37%
45,417
+715
33
$1.73M 1.36%
34,782
+183
34
$1.72M 1.35%
158,190
35
$1.7M 1.33%
36,305
-2,807
36
$1.68M 1.32%
116,258
+72,909
37
$1.64M 1.29%
57,521
-300
38
$1.57M 1.23%
141,953
39
$1.39M 1.09%
33,200
-20
40
$1.27M 1%
12,295
-200
41
$1.17M 0.92%
9,287
-46
42
$1.07M 0.84%
55,699
43
$978K 0.77%
24,151
+100
44
$943K 0.74%
25,548
45
$884K 0.69%
24,015
46
$832K 0.65%
14,025
47
$774K 0.61%
11,915
48
$768K 0.6%
14,208
-320
49
$662K 0.52%
28,100
50
$639K 0.5%
28,875
-900
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2
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