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
$138M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$90.1K
2
+$49.4K
3
+$42.8K
4
MSGS icon
Madison Square Garden
MSGS
+$35.2K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$29.3K

Top Sells

1
+$1.78M
2
+$202K
3
+$184K
4
MSFT icon
Microsoft
MSFT
+$43.5K
5
ILG
ILG, Inc Common Stock
ILG
+$39.2K

Sector Composition

1 Financials 24.63%
2 Consumer Discretionary 20.29%
3 Technology 13.94%
4 Communication Services 13.64%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 1.58%
32,147
27
$2.05M 1.49%
111,203
+2,680
28
$2.03M 1.48%
115,760
29
$1.94M 1.41%
47,829
30
$1.87M 1.36%
29,954
31
$1.8M 1.31%
25,995
32
$1.75M 1.27%
13,157
-13,350
33
$1.64M 1.19%
27,393
-580
34
$1.61M 1.17%
82,354
+1,501
35
$1.38M 1.01%
23,217
-300
36
$1.28M 0.93%
11,662
37
$1.2M 0.87%
7,689
38
$1.16M 0.84%
26,805
-45
39
$1.13M 0.82%
23,140
40
$919K 0.67%
20,849
-850
41
$901K 0.66%
25,725
42
$693K 0.5%
36,056
+2,229
43
$689K 0.5%
11,075
44
$642K 0.47%
7,631
45
$608K 0.44%
28,352
+755
46
$594K 0.43%
6,370
47
$588K 0.43%
35,919
48
$587K 0.43%
12,271
-400
49
$567K 0.41%
10,961
50
$534K 0.39%
18,579
1
2
3