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
+$584K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$4.76K

Top Sells

1
+$355K
2
+$205K
3
+$177K
4
HD icon
Home Depot
HD
+$169K
5
NDAQ icon
Nasdaq
NDAQ
+$154K

Sector Composition

1 Consumer Discretionary 20.7%
2 Financials 18.89%
3 Communication Services 16.67%
4 Consumer Staples 13.32%
5 Technology 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.96M 1.54%
53,468
-1,826
27
$1.91M 1.5%
27,756
-679
28
$1.89M 1.49%
23,779
-135
29
$1.89M 1.49%
38,668
-855
30
$1.88M 1.48%
+37,264
31
$1.85M 1.46%
27,450
-333
32
$1.82M 1.44%
57,371
+150
33
$1.75M 1.38%
47,919
-1,315
34
$1.74M 1.37%
39,793
-2,360
35
$1.53M 1.21%
32,370
-530
36
$1.51M 1.19%
27,587
37
$1.42M 1.12%
29,063
-7,242
38
$1.42M 1.12%
32,922
-1,955
39
$1.35M 1.06%
124,813
-1,117
40
$1.2M 0.95%
24,022
-129
41
$1.08M 0.85%
12,145
-50
42
$1.01M 0.8%
118,124
-23,944
43
$989K 0.78%
8,572
-699
44
$922K 0.73%
13,604
-120
45
$806K 0.64%
24,121
-1,378
46
$739K 0.58%
14,208
47
$719K 0.57%
27,625
-438
48
$652K 0.51%
31,338
-3,086
49
$597K 0.47%
11,515
-100
50
$575K 0.45%
28,100
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