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
$147M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$265K
3
+$250K
4
NWL icon
Newell Brands
NWL
+$225K
5
NWSA icon
News Corp Class A
NWSA
+$216K

Top Sells

1
+$305K
2
+$44.7K
3
+$42.5K
4
TGT icon
Target
TGT
+$26.5K
5
PFE icon
Pfizer
PFE
+$22K

Sector Composition

1 Financials 23.2%
2 Consumer Discretionary 20.14%
3 Communication Services 15.21%
4 Technology 13.95%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.26M 1.54%
25,619
-300
27
$2.24M 1.52%
121,486
+5,003
28
$2.11M 1.44%
26,757
+63
29
$1.97M 1.34%
26,933
-300
30
$1.97M 1.34%
13,075
31
$1.95M 1.32%
50,609
+4,545
32
$1.67M 1.14%
30,254
+300
33
$1.65M 1.13%
96,447
-17,813
34
$1.58M 1.07%
77,660
+11,091
35
$1.5M 1.02%
11,382
36
$1.36M 0.92%
23,147
37
$1.26M 0.86%
7,563
38
$1.07M 0.73%
23,070
39
$976K 0.66%
26,641
40
$901K 0.61%
20,569
41
$873K 0.59%
45,793
+7,125
42
$869K 0.59%
11,035
43
$823K 0.56%
33,869
-1,750
44
$805K 0.55%
28,825
+3,100
45
$722K 0.49%
10,886
-75
46
$716K 0.49%
31,146
+3,110
47
$681K 0.46%
7,531
48
$678K 0.46%
6,370
49
$619K 0.42%
11,602
50
$531K 0.36%
18,579
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