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
+$2.28M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$2.32M
2 +$874K
3 +$414K
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$342K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$340K

Top Sells

1 +$1.13M
2 +$122K
3 +$104K
4
MDP
Meredith Corporation
MDP
+$99.8K
5
AMP icon
Ameriprise Financial
AMP
+$93.5K

Sector Composition

1 Financials 20.25%
2 Consumer Discretionary 19.4%
3 Consumer Staples 12.2%
4 Healthcare 10.42%
5 Communication Services 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$616K 0.5%
7,304
+1,589
52
$615K 0.5%
15,414
-1,321
53
$605K 0.49%
14,370
+875
54
$544K 0.44%
44,175
-5,700
55
$532K 0.43%
14,327
56
$507K 0.41%
28,100
57
$452K 0.37%
4,276
58
$300K 0.24%
4,475
+1,050
59
$255K 0.21%
+215
60
$239K 0.19%
1,299
-84
61
$222K 0.18%
5,920
62
$216K 0.18%
+4,400
63
$205K 0.17%
+7,500
64
$203K 0.17%
19,815
+2,325
65
$133K 0.11%
13,100
66
$121K 0.1%
19,400