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
$89.3M
AUM Growth
-$49.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
73
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$370K
3
+$332K
4
BATRK icon
Atlanta Braves Holdings Series B
BATRK
+$304K
5
BEN icon
Franklin Resources
BEN
+$250K

Top Sells

1
+$5.92M
2
+$2.55M
3
+$1.85M
4
CCL icon
Carnival Corp
CCL
+$1.8M
5
KSS icon
Kohl's
KSS
+$1.65M

Sector Composition

1 Financials 20.81%
2 Technology 19.38%
3 Communication Services 16.34%
4 Consumer Discretionary 14.88%
5 Healthcare 10.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.04M 1.16%
131,869
-2,383
27
$950K 1.06%
10,021
-427
28
$927K 1.04%
15,622
+527
29
$796K 0.89%
10,639
-10,934
30
$701K 0.78%
38,670
-3,544
31
$696K 0.78%
7,521
+90
32
$687K 0.77%
46,185
-4,074
33
$680K 0.76%
35,692
+15,959
34
$666K 0.75%
25,905
-208
35
$643K 0.72%
262,562
-27,442
36
$621K 0.7%
37,189
+14,972
37
$616K 0.69%
20,353
-1,629
38
$604K 0.68%
11,233
+686
39
$520K 0.58%
6,069
40
$473K 0.53%
14,931
-900
41
$459K 0.51%
35,406
-8,000
42
$374K 0.42%
3,906
43
$332K 0.37%
+37,079
44
$330K 0.37%
32,292
+1,850
45
$324K 0.36%
27,500
-1,000
46
$314K 0.35%
12,926
-261
47
$276K 0.31%
2,545
48
$275K 0.31%
2,150
49
$270K 0.3%
912
+155
50
$254K 0.28%
3,996
+160
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