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
$131M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$251K
3
+$207K
4
ISCA
International Speedway Corp
ISCA
+$119K
5
MCD icon
McDonald's
MCD
+$96.3K

Top Sells

1
+$1.16M
2
+$859K
3
+$565K
4
BMY icon
Bristol-Myers Squibb
BMY
+$499K
5
SPLS
Staples Inc
SPLS
+$479K

Sector Composition

1 Consumer Discretionary 22.4%
2 Financials 19.82%
3 Consumer Staples 12.69%
4 Communication Services 11.85%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$574K 0.44%
11,802
52
$566K 0.43%
5,223
-1,295
53
$541K 0.41%
6,920
54
$463K 0.35%
8,546
-400
55
$456K 0.35%
2,973
56
$446K 0.34%
12,583
-1,218
57
$381K 0.29%
39,969
+4,024
58
$312K 0.24%
220
+26
59
$311K 0.24%
2,900
60
$251K 0.19%
+10,350
61
$246K 0.19%
4,920
-200
62
$216K 0.17%
9,503
63
$207K 0.16%
+2,548
64
$203K 0.16%
11,500
65
$137K 0.1%
19,400
66
– –
-46,575
1 2
3