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
$126M
AUM Growth
-$1.31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$194K
2
+$150K
3
+$116K
4
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$108K
5
KSS icon
Kohl's
KSS
+$34.6K

Top Sells

1
+$884K
2
+$408K
3
+$310K
4
HD icon
Home Depot
HD
+$102K
5
MSFT icon
Microsoft
MSFT
+$84K

Sector Composition

1 Consumer Discretionary 19.65%
2 Financials 18.5%
3 Communication Services 16.68%
4 Consumer Staples 14.72%
5 Healthcare 10.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.6%
23,914
27
$1.99M 1.57%
28,435
-353
28
$1.93M 1.53%
49,234
+3,817
29
$1.93M 1.53%
80,740
+4,533
30
$1.85M 1.46%
27,783
-450
31
$1.84M 1.46%
36,305
32
$1.83M 1.46%
27,587
-460
33
$1.75M 1.39%
39,523
-266
34
$1.64M 1.3%
57,221
-300
35
$1.6M 1.27%
42,153
+913
36
$1.51M 1.2%
34,877
+95
37
$1.4M 1.11%
32,900
-300
38
$1.24M 0.99%
24,151
39
$1.23M 0.97%
142,068
+115
40
$1.21M 0.96%
125,930
-32,260
41
$1.17M 0.93%
12,195
-100
42
$1.12M 0.89%
9,271
-16
43
$895K 0.71%
13,724
-301
44
$853K 0.68%
25,499
-49
45
$793K 0.63%
14,208
46
$702K 0.56%
11,615
-300
47
$700K 0.56%
28,100
48
$660K 0.52%
34,424
-21,275
49
$635K 0.5%
28,063
-500
50
$590K 0.47%
27,375
-1,500
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