BAM

Boyar Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$240K
3
+$232K
4
KLAC icon
KLA
KLAC
+$205K
5
CFG icon
Citizens Financial Group
CFG
+$203K

Top Sells

1
+$286K
2
+$233K
3
+$221K
4
C icon
Citigroup
C
+$179K
5
IAC icon
IAC Inc
IAC
+$96K

Sector Composition

1 Financials 29.18%
2 Technology 25.6%
3 Communication Services 14.26%
4 Consumer Discretionary 12.91%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 1%
21,594
-74
27
$1.52M 0.99%
4,758
28
$1.42M 0.93%
17,180
+346
29
$1.35M 0.89%
5,911
-150
30
$1.35M 0.88%
15,872
-2,481
31
$1.3M 0.85%
18,779
+345
32
$1.17M 0.77%
16,088
+524
33
$1.07M 0.7%
23,165
-1,828
34
$1.05M 0.69%
34,087
+174
35
$1.05M 0.69%
3,993
+108
36
$981K 0.64%
12,252
+3,035
37
$977K 0.64%
9,907
-565
38
$965K 0.63%
1,986
-30
39
$961K 0.63%
481
+129
40
$930K 0.61%
115,483
+5,499
41
$788K 0.52%
60,346
-732
42
$774K 0.51%
34,534
-2,225
43
$746K 0.49%
2,576
+12
44
$737K 0.48%
10,921
-447
45
$723K 0.47%
63,067
-9,085
46
$719K 0.47%
26,914
+728
47
$686K 0.45%
19,938
48
$653K 0.43%
8,771
-329
49
$633K 0.41%
16,955
-2,655
50
$630K 0.41%
3,071
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