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
$99.9M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$55.3K
3
+$33.2K
4
BR icon
Broadridge
BR
+$20K
5
WU icon
Western Union
WU
+$18.3K

Top Sells

1
+$3.69M
2
+$2.16M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.93M
5
JPM icon
JPMorgan Chase
JPM
+$1.87M

Sector Composition

1 Consumer Discretionary 21.1%
2 Financials 20.47%
3 Communication Services 14.29%
4 Consumer Staples 13.58%
5 Technology 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$434K 0.43%
39,644
52
$409K 0.41%
3,711
-952
53
$391K 0.39%
13,563
-14,062
54
$347K 0.35%
15,600
-12,500
55
$333K 0.33%
4,920
56
$321K 0.32%
6,127
-5,388
57
$314K 0.31%
2,750
58
$273K 0.27%
9,436
59
$259K 0.26%
267
+57
60
$256K 0.26%
1,613
+209
61
$247K 0.25%
9,820
+102
62
$229K 0.23%
3,921
63
$228K 0.23%
5,780
64
$224K 0.22%
11,500
65
$203K 0.2%
+5,150
66
$151K 0.15%
16,300
-3,100
1 2
3