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
$130M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$520K
3
+$479K
4
SMG icon
ScottsMiracle-Gro
SMG
+$453K
5
BAC icon
Bank of America
BAC
+$307K

Top Sells

1
+$391K
2
+$267K
3
+$248K
4
MRK icon
Merck
MRK
+$167K
5
BEN icon
Franklin Resources
BEN
+$150K

Sector Composition

1 Financials 22.22%
2 Technology 19.91%
3 Communication Services 16.61%
4 Consumer Discretionary 15.08%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63M 1.26%
21,952
+460
27
$1.63M 1.26%
26,254
-278
28
$1.56M 1.2%
35,156
+293
29
$1.54M 1.19%
45,680
-1,075
30
$1.25M 0.96%
26,611
+139
31
$1.2M 0.92%
26,981
-69
32
$1.12M 0.87%
7,675
-99
33
$1.05M 0.81%
75,063
-658
34
$1.04M 0.8%
6,361
-80
35
$1.04M 0.8%
20,332
36
$998K 0.77%
9,621
+5,017
37
$906K 0.7%
5,492
+100
38
$891K 0.69%
33,060
-5,577
39
$851K 0.66%
4,318
+452
40
$765K 0.59%
35,134
-323
41
$609K 0.47%
3,696
42
$602K 0.46%
1,951
-113
43
$594K 0.46%
17,105
-396
44
$593K 0.46%
47,863
-328
45
$543K 0.42%
103,226
-50,705
46
$499K 0.38%
2,568
-135
47
$474K 0.37%
4,457
-1,571
48
$463K 0.36%
134,968
+542
49
$452K 0.35%
10,670
-83
50
$439K 0.34%
11,296
+1,000
1
2
3 4