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
$136M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.95M
3
+$1.93M
4
DIS icon
Walt Disney
DIS
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.77M

Top Sells

1
+$203K
2
+$40.9K
3
+$39.7K
4
WU icon
Western Union
WU
+$37.1K
5
ISCA
International Speedway Corp
ISCA
+$34.9K

Sector Composition

1 Financials 21.45%
2 Consumer Discretionary 20.59%
3 Communication Services 15.97%
4 Consumer Staples 12.26%
5 Technology 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$552K 0.41%
4,477
+766
52
$524K 0.39%
6,620
-501
53
$507K 0.37%
28,334
+12,734
54
$465K 0.34%
20,079
-450
55
$419K 0.31%
37,894
-1,750
56
$362K 0.27%
2,750
57
$351K 0.26%
4,920
58
$325K 0.24%
9,036
-400
59
$292K 0.21%
9,515
-305
60
$268K 0.2%
1,613
61
$242K 0.18%
+2,418
62
$237K 0.17%
3,921
63
$237K 0.17%
244
-23
64
$227K 0.17%
5,270
-510
65
$216K 0.16%
+8,003
66
$203K 0.15%
+5,634
67
$198K 0.15%
11,500
68
$145K 0.11%
19,866
+3,566
69
– –
-5,150
1 2
3