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
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$474K
3
+$237K
4
SBUX icon
Starbucks
SBUX
+$235K
5
DD icon
DuPont de Nemours
DD
+$227K

Top Sells

1
+$1.06M
2
+$999K
3
+$492K
4
JPM icon
JPMorgan Chase
JPM
+$476K
5
NWL icon
Newell Brands
NWL
+$428K

Sector Composition

1 Financials 20.48%
2 Communication Services 20.37%
3 Technology 16.73%
4 Consumer Discretionary 14.82%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.67M 1.26%
27,077
-1,035
27
$1.44M 1.09%
6,725
28
$1.4M 1.06%
+10,641
29
$1.39M 1.05%
10,539
-404
30
$1.34M 1.01%
8,776
-1,409
31
$1.3M 0.98%
23,691
-335
32
$1.29M 0.97%
18,838
+105
33
$1.18M 0.89%
246,129
-17,195
34
$1.09M 0.82%
51,297
-20,153
35
$1.08M 0.82%
43,355
+4,420
36
$1.07M 0.81%
10,337
+1,896
37
$1.01M 0.77%
25,030
38
$929K 0.7%
37,347
39
$885K 0.67%
40,381
-5,901
40
$871K 0.66%
3,717
41
$857K 0.65%
35,697
+3,405
42
$847K 0.64%
7,186
-135
43
$843K 0.64%
26,752
-748
44
$811K 0.61%
36,976
+540
45
$789K 0.59%
18,695
-1,719
46
$734K 0.55%
6,069
47
$660K 0.5%
11,233
48
$530K 0.4%
3,996
49
$474K 0.36%
+38,295
50
$462K 0.35%
10,431
-5,400
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