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
$136M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.95M
3
+$1.93M
4
DIS icon
Walt Disney
DIS
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.77M

Top Sells

1
+$203K
2
+$40.9K
3
+$39.7K
4
WU icon
Western Union
WU
+$37.1K
5
ISCA
International Speedway Corp
ISCA
+$34.9K

Sector Composition

1 Financials 21.45%
2 Consumer Discretionary 20.59%
3 Communication Services 15.97%
4 Consumer Staples 12.26%
5 Technology 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.23M 1.64%
37,858
+13,104
27
$2.19M 1.61%
77,515
+17,903
28
$2.17M 1.6%
52,608
+11,207
29
$1.95M 1.43%
57,700
+11,874
30
$1.92M 1.42%
32,149
+7,809
31
$1.87M 1.37%
50,110
+14,030
32
$1.73M 1.27%
23,615
+4,481
33
$1.69M 1.25%
38,491
+7,788
34
$1.66M 1.22%
122,125
+28,699
35
$1.57M 1.16%
27,432
+4,945
36
$1.54M 1.13%
38,669
+2,166
37
$1.5M 1.1%
28,864
+6,997
38
$1.48M 1.09%
26,878
+5,052
39
$1.33M 0.98%
23,852
+4,481
40
$1.27M 0.94%
32,229
+6,607
41
$1.09M 0.8%
8,417
+2,845
42
$995K 0.73%
113,414
+6,970
43
$949K 0.7%
12,095
+4,725
44
$904K 0.67%
13,304
-602
45
$856K 0.63%
23,176
-945
46
$724K 0.53%
26,414
+12,851
47
$693K 0.51%
14,208
48
$670K 0.49%
11,413
+5,286
49
$620K 0.46%
8,496
50
$618K 0.45%
30,359
-1,822
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