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
$126M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$233K
3
+$224K
4
GLW icon
Corning
GLW
+$209K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K

Top Sells

1
+$1.03M
2
+$297K
3
+$269K
4
PFE icon
Pfizer
PFE
+$223K
5
MDLZ icon
Mondelez International
MDLZ
+$207K

Sector Composition

1 Financials 19.81%
2 Consumer Discretionary 18.84%
3 Consumer Staples 13.26%
4 Communication Services 10.5%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$671K 0.53%
20,170
-300
52
$658K 0.52%
7,479
+175
53
$617K 0.49%
12,602
-400
54
$597K 0.47%
14,327
55
$592K 0.47%
28,100
56
$556K 0.44%
13,847
-1,567
57
$499K 0.4%
38,775
-5,400
58
$400K 0.32%
3,755
-521
59
$379K 0.3%
4,775
+300
60
$275K 0.22%
228
+13
61
$246K 0.2%
9,125
+1,625
62
$236K 0.19%
4,600
+200
63
$233K 0.19%
+11,053
64
$225K 0.18%
1,299
65
$215K 0.17%
5,120
-800
66
$209K 0.17%
+9,503
67
$165K 0.13%
19,815
68
$141K 0.11%
11,500
-1,600
69
$126K 0.1%
19,400
1 2
3