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
+$584K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.87M
2
+$4.61K

Top Sells

1
+$372K
2
+$211K
3
+$175K
4
BAC icon
Bank of America
BAC
+$168K
5
NDAQ icon
Nasdaq
NDAQ
+$158K

Sector Composition

1 Consumer Discretionary 20.7%
2 Financials 18.89%
3 Communication Services 16.67%
4 Consumer Staples 13.32%
5 Technology 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$551K 0.43%
4,663
52
$542K 0.43%
8,496
53
$462K 0.36%
20,529
-6,846
54
$460K 0.36%
39,644
-4,875
55
$443K 0.35%
6,920
56
$347K 0.27%
2,750
57
$311K 0.25%
4,920
58
$267K 0.21%
9,436
59
$241K 0.19%
9,718
-1,525
60
$237K 0.19%
5,780
-981
61
$222K 0.18%
11,500
62
$213K 0.17%
1,404
63
$206K 0.16%
3,921
-721
64
$204K 0.16%
210
-24
65
$190K 0.15%
19,400
1 2
3