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
$156M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$300K
3
+$274K
4
HD icon
Home Depot
HD
+$261K
5
SO icon
Southern Company
SO
+$237K

Top Sells

1
+$110K
2
+$107K
3
+$57.2K
4
AAPL icon
Apple
AAPL
+$52.4K
5
MDLZ icon
Mondelez International
MDLZ
+$22.9K

Sector Composition

1 Financials 21.37%
2 Technology 19.82%
3 Communication Services 16.45%
4 Consumer Discretionary 14.63%
5 Healthcare 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 1.15%
10,197
27
$1.7M 1.09%
27,352
+1,035
28
$1.66M 1.06%
6,695
29
$1.57M 1.01%
40,597
+2,171
30
$1.44M 0.92%
26,972
+821
31
$1.31M 0.84%
46,866
+652
32
$1.25M 0.81%
8,063
33
$1.18M 0.76%
42,363
+493
34
$1.15M 0.74%
27,400
+935
35
$1.13M 0.72%
218,596
+1,340
36
$1.12M 0.72%
7,066
37
$1.1M 0.7%
5,868
-100
38
$1.08M 0.69%
50,350
+595
39
$1.07M 0.69%
45,826
+1,120
40
$977K 0.63%
75,636
+2,953
41
$857K 0.55%
21,287
+588
42
$844K 0.54%
10,260
+1,321
43
$831K 0.53%
37,827
+1,111
44
$782K 0.5%
13,801
-237
45
$731K 0.47%
39,030
+993
46
$713K 0.46%
13,995
+700
47
$685K 0.44%
3,024
+285
48
$652K 0.42%
7,948
+200
49
$645K 0.41%
3,696
-300
50
$641K 0.41%
1,815
+30
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2
3 4