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
$108M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.16M
3 +$236K
4
AXTA icon
Axalta
AXTA
+$225K
5
IBM icon
IBM
IBM
+$216K

Top Sells

1 +$1.1M
2 +$459K
3 +$341K
4
AMP icon
Ameriprise Financial
AMP
+$177K
5
OI icon
O-I Glass
OI
+$119K

Sector Composition

1 Financials 20.32%
2 Technology 20.08%
3 Consumer Discretionary 16.37%
4 Communication Services 16.23%
5 Healthcare 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.24M 1.15%
6,725
27
$1.21M 1.12%
9,581
-440
28
$1.17M 1.08%
17,947
+2,325
29
$1.16M 1.08%
+39,072
30
$1.12M 1.04%
70,571
-21,467
31
$990K 0.92%
45,447
-738
32
$963K 0.89%
20,273
-80
33
$912K 0.84%
10,639
34
$871K 0.81%
25,030
-875
35
$838K 0.78%
39,954
+2,765
36
$797K 0.74%
7,521
37
$794K 0.73%
36,722
-1,948
38
$737K 0.68%
37,347
+1,655
39
$681K 0.63%
3,906
40
$628K 0.58%
262,562
41
$619K 0.57%
11,233
42
$595K 0.55%
14,931
43
$578K 0.54%
6,069
44
$565K 0.52%
32,292
45
$462K 0.43%
27,500
46
$404K 0.37%
37,079
47
$397K 0.37%
861
-51
48
$364K 0.34%
3,996
49
$363K 0.34%
2,545
50
$308K 0.29%
9,900