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
$134M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$85.6K
3
+$29.1K

Top Sells

1
+$2.74M
2
+$1.12M
3
+$960K
4
DBD
Diebold Nixdorf Incorporated
DBD
+$238K
5
HOG icon
Harley-Davidson
HOG
+$212K

Sector Composition

1 Financials 23.3%
2 Consumer Discretionary 20.06%
3 Communication Services 13.57%
4 Technology 11.57%
5 Consumer Staples 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.02M 1.51%
50,251
-645
27
$1.96M 1.46%
16,925
-21
28
$1.96M 1.46%
47,907
-1,346
29
$1.91M 1.42%
56,701
-440
30
$1.9M 1.42%
+121,094
31
$1.8M 1.34%
115,781
-3,067
32
$1.73M 1.29%
37,861
-189
33
$1.67M 1.25%
22,950
-280
34
$1.61M 1.2%
79,413
-902
35
$1.54M 1.15%
26,031
-442
36
$1.52M 1.14%
28,169
-320
37
$1.25M 0.93%
26,614
-468
38
$1.23M 0.92%
7,865
-552
39
$1.15M 0.86%
36,044
-1,682
40
$1.07M 0.8%
23,327
-140
41
$965K 0.72%
11,940
-760
42
$928K 0.69%
11,415
-680
43
$829K 0.62%
25,425
-625
44
$783K 0.58%
21,749
-927
45
$664K 0.5%
13,417
-791
46
$662K 0.49%
34,504
+4,462
47
$657K 0.49%
11,236
48
$621K 0.46%
7,931
-430
49
$572K 0.43%
6,319
-100
50
$540K 0.4%
37,394
-500
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