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
$155M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$412K
2
+$410K
3
+$208K
4
MRK icon
Merck
MRK
+$172K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$135K

Top Sells

1
+$339K
2
+$201K
3
+$106K
4
BR icon
Broadridge
BR
+$66.6K
5
CNDT icon
Conduent
CNDT
+$41.7K

Sector Composition

1 Financials 21.9%
2 Communication Services 18.34%
3 Technology 17.12%
4 Consumer Discretionary 15.79%
5 Healthcare 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.23%
130,721
-307
27
$1.8M 1.16%
240,002
-5,562
28
$1.74M 1.12%
20,884
+748
29
$1.55M 1%
11,474
+559
30
$1.55M 1%
6,695
31
$1.41M 0.91%
10,298
-60
32
$1.4M 0.9%
51,078
+3
33
$1.39M 0.89%
43,356
34
$1.33M 0.86%
24,657
-21
35
$1.32M 0.85%
8,163
-412
36
$1.24M 0.8%
36,889
+2,100
37
$1.24M 0.8%
25,030
38
$1.14M 0.73%
26,652
39
$1.1M 0.71%
39,677
+1,677
40
$1.03M 0.66%
71,146
+1,602
41
$1.02M 0.66%
3,500
-34
42
$1M 0.65%
7,166
-20
43
$986K 0.64%
5,968
44
$968K 0.62%
7,653
-2,684
45
$920K 0.59%
40,053
+1,602
46
$893K 0.58%
38,133
-344
47
$778K 0.5%
18,097
-89
48
$691K 0.45%
12,335
+1,204
49
$633K 0.41%
2,673
+128
50
$594K 0.38%
10,131
-300
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