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
+$172K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$144K
2
+$79.1K
3
+$70.6K
4
TPHS
Trinity Place Holdings Inc.com
TPHS
+$3.67K

Top Sells

1
+$213K
2
+$188K
3
+$172K
4
MAR icon
Marriott International
MAR
+$160K
5
PFE icon
Pfizer
PFE
+$105K

Sector Composition

1 Financials 21.92%
2 Consumer Discretionary 21.35%
3 Communication Services 15.55%
4 Consumer Staples 11.78%
5 Technology 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 1.65%
40,257
-837
27
$2.19M 1.61%
16,946
-460
28
$2.09M 1.53%
31,227
-922
29
$2.02M 1.49%
80,315
+2,800
30
$2.01M 1.48%
49,253
-857
31
$1.84M 1.35%
118,848
-3,277
32
$1.79M 1.31%
57,141
-559
33
$1.77M 1.3%
23,230
-385
34
$1.47M 1.08%
38,050
-619
35
$1.44M 1.06%
37,726
-765
36
$1.43M 1.05%
28,489
-375
37
$1.41M 1.04%
27,082
-350
38
$1.38M 1.02%
26,473
-405
39
$1.29M 0.95%
8,417
40
$1.13M 0.83%
23,467
-385
41
$1.12M 0.82%
111,108
-2,306
42
$973K 0.72%
12,095
43
$960K 0.71%
12,700
-604
44
$960K 0.71%
31,584
-645
45
$851K 0.63%
22,676
-500
46
$815K 0.6%
26,050
-364
47
$635K 0.47%
14,208
48
$613K 0.45%
8,361
-135
49
$602K 0.44%
28,317
-17
50
$600K 0.44%
11,236
-177
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