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
$99.9M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$55.3K
3
+$33.2K
4
BR icon
Broadridge
BR
+$20K
5
WU icon
Western Union
WU
+$18.3K

Top Sells

1
+$3.69M
2
+$2.16M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.93M
5
JPM icon
JPMorgan Chase
JPM
+$1.87M

Sector Composition

1 Consumer Discretionary 21.1%
2 Financials 20.47%
3 Communication Services 14.29%
4 Consumer Staples 13.58%
5 Technology 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.6M 1.6%
59,612
-18,787
27
$1.58M 1.58%
19,071
-8,379
28
$1.58M 1.58%
21,826
-5,930
29
$1.52M 1.52%
30,703
-6,561
30
$1.45M 1.45%
41,401
-12,067
31
$1.45M 1.45%
24,340
-8,030
32
$1.4M 1.4%
19,134
-4,645
33
$1.39M 1.39%
45,826
-11,545
34
$1.36M 1.36%
22,487
-5,100
35
$1.29M 1.29%
24,754
-13,914
36
$1.26M 1.26%
93,426
-31,387
37
$1.26M 1.26%
36,080
-11,839
38
$1.21M 1.21%
21,867
-7,196
39
$1.04M 1.04%
25,622
-7,300
40
$963K 0.96%
106,444
-11,680
41
$922K 0.92%
13,906
+302
42
$888K 0.89%
24,121
43
$864K 0.86%
19,371
-4,651
44
$758K 0.76%
14,208
45
$699K 0.7%
32,181
+843
46
$678K 0.68%
5,572
-3,000
47
$602K 0.6%
8,496
48
$582K 0.58%
7,370
-4,775
49
$528K 0.53%
7,121
+201
50
$459K 0.46%
20,529
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