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
$123M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$248K
3
+$31.5K
4
UNVR
Univar Solutions Inc.
UNVR
+$10.3K
5
GLW icon
Corning
GLW
+$6.39K

Top Sells

1
+$531K
2
+$440K
3
+$429K
4
MSGS icon
Madison Square Garden
MSGS
+$412K
5
CB icon
Chubb
CB
+$398K

Sector Composition

1 Financials 24.52%
2 Technology 17.68%
3 Consumer Discretionary 15.44%
4 Communication Services 14.65%
5 Healthcare 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.45M 1.18%
34,863
-2,994
27
$1.26M 1.02%
25,845
-2,649
28
$1.2M 0.98%
26,472
-200
29
$1.04M 0.85%
7,774
-290
30
$1.02M 0.83%
38,637
-5,257
31
$1.01M 0.82%
6,441
-90
32
$979K 0.8%
153,931
-28,302
33
$956K 0.78%
48,394
-8,885
34
$939K 0.77%
99,038
-20,072
35
$907K 0.74%
27,050
-250
36
$863K 0.7%
20,332
-313
37
$815K 0.66%
75,721
-16,216
38
$802K 0.65%
35,457
-1,011
39
$797K 0.65%
5,392
-100
40
$782K 0.64%
3,866
-1,036
41
$669K 0.55%
6,028
-4,782
42
$638K 0.52%
2,064
-995
43
$630K 0.51%
48,191
-1,869
44
$596K 0.49%
2,703
-1,802
45
$587K 0.48%
17,501
-339
46
$544K 0.44%
134,426
-74,288
47
$480K 0.39%
3,696
48
$406K 0.33%
4,604
-1,195
49
$406K 0.33%
10,296
-2,135
50
$396K 0.32%
28,729
-14,147
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