BAM

Boyar Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$127M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$945K
2
+$379K
3
+$179K
4
HOG icon
Harley-Davidson
HOG
+$177K
5
PFE icon
Pfizer
PFE
+$37.6K

Top Sells

1
+$134K
2
+$121K
3
+$37.9K
4
KMB icon
Kimberly-Clark
KMB
+$19.5K
5
CVS icon
CVS Health
CVS
+$19.4K

Sector Composition

1 Consumer Discretionary 21.56%
2 Financials 18.59%
3 Communication Services 16.27%
4 Consumer Staples 13.83%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$612K 0.48%
28,563
52
$501K 0.39%
8,496
53
$469K 0.37%
4,663
54
$425K 0.33%
6,920
55
$392K 0.31%
43,009
+445
56
$370K 0.29%
2,750
-150
57
$334K 0.26%
11,548
-400
58
$308K 0.24%
4,920
59
$278K 0.22%
227
-2
60
$264K 0.21%
6,827
-10
61
$257K 0.2%
9,436
62
$208K 0.16%
+4,053
63
$203K 0.16%
+1,404
64
$185K 0.15%
11,500
65
$134K 0.11%
19,400
1 2
3