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
+$45K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$326K
3
+$142K
4
MCD icon
McDonald's
MCD
+$142K
5
VZ icon
Verizon
VZ
+$127K

Top Sells

1
+$1.09M
2
+$662K
3
+$517K
4
GLW icon
Corning
GLW
+$216K
5
MAR icon
Marriott International
MAR
+$74.8K

Sector Composition

1 Consumer Discretionary 21.03%
2 Financials 19.65%
3 Communication Services 13.7%
4 Consumer Staples 12.59%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$558K 0.43%
34,275
-1,500
52
$538K 0.41%
6,920
53
$525K 0.4%
28,763
-2,700
54
$516K 0.39%
4,955
-268
55
$462K 0.35%
2,973
56
$435K 0.33%
12,438
-145
57
$401K 0.31%
44,899
+4,930
58
$396K 0.3%
8,546
59
$359K 0.27%
14,175
+3,825
60
$326K 0.25%
+10,412
61
$315K 0.24%
234
+14
62
$307K 0.23%
2,900
63
$241K 0.18%
4,920
64
$234K 0.18%
2,548
65
$188K 0.14%
11,500
66
$152K 0.12%
19,400
67
– –
-9,503
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3