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
$120M
AUM Growth
+$16.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$2.63M
2
+$1.86M
3
+$499K
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$379K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$375K

Top Sells

1
+$1.34M
2
+$1.23M
3
+$153K
4
PFE icon
Pfizer
PFE
+$47.5K
5
DBD
Diebold Nixdorf Incorporated
DBD
+$34.9K

Sector Composition

1 Financials 20.61%
2 Consumer Discretionary 18.51%
3 Consumer Staples 12.52%
4 Communication Services 10.48%
5 Healthcare 10.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$577K 0.48%
12,161
+5,801
52
$566K 0.47%
14,327
53
$552K 0.46%
16,735
-1,058
54
$540K 0.45%
28,100
55
$449K 0.37%
5,715
+611
56
$428K 0.36%
4,276
57
$248K 0.21%
1,383
58
$227K 0.19%
5,920
59
$212K 0.18%
+3,425
60
$195K 0.16%
13,100
61
$147K 0.12%
17,490
+2,600
62
$131K 0.11%
19,400
63
– –
-84,050
64
– –
-90,145
1 2
3