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
$133M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.28M
3
+$441K
4
NWL icon
Newell Brands
NWL
+$258K
5
AAPL icon
Apple
AAPL
+$232K

Top Sells

1
+$2.24M
2
+$1.76M
3
+$1.36M
4
TRV icon
Travelers Companies
TRV
+$226K
5
WEN icon
Wendy's
WEN
+$189K

Sector Composition

1 Financials 24.86%
2 Consumer Discretionary 18.63%
3 Communication Services 14.98%
4 Technology 14.27%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.88M 1.41%
39,433
27
$1.86M 1.4%
29,919
-55
28
$1.8M 1.35%
130,118
+1,254
29
$1.8M 1.35%
35,466
-100
30
$1.77M 1.33%
54,536
+6,906
31
$1.69M 1.27%
25,314
32
$1.63M 1.23%
106,463
+16,822
33
$1.46M 1.09%
81,305
-10,569
34
$1.35M 1.02%
7,120
-125
35
$1.18M 0.88%
11,331
-51
36
$1.01M 0.76%
22,547
37
$947K 0.71%
24,831
-40
38
$933K 0.7%
28,576
-195
39
$885K 0.67%
20,165
-270
40
$884K 0.66%
47,844
+4,098
41
$772K 0.58%
7,431
-100
42
$739K 0.56%
28,800
-25
43
$719K 0.54%
31,074
+19,063
44
$714K 0.54%
21,537
+4,783
45
$700K 0.53%
16,040
-1,900
46
$696K 0.52%
6,370
47
$656K 0.49%
11,092
-100
48
$595K 0.45%
11,035
49
$578K 0.43%
10,183
50
$550K 0.41%
19,817
+775
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