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
+$172K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$144K
2
+$79.1K
3
+$70.6K
4
TPHS
Trinity Place Holdings Inc.com
TPHS
+$3.67K

Top Sells

1
+$213K
2
+$188K
3
+$172K
4
MAR icon
Marriott International
MAR
+$160K
5
PFE icon
Pfizer
PFE
+$105K

Sector Composition

1 Financials 21.92%
2 Consumer Discretionary 21.35%
3 Communication Services 15.55%
4 Consumer Staples 11.78%
5 Technology 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$572K 0.42%
30,042
-317
52
$543K 0.4%
4,104
-373
53
$541K 0.4%
6,419
-201
54
$484K 0.36%
37,894
55
$435K 0.32%
365
+121
56
$409K 0.3%
17,154
-2,925
57
$366K 0.27%
4,920
58
$355K 0.26%
2,750
59
$325K 0.24%
9,036
60
$294K 0.22%
7,709
+2,075
61
$283K 0.21%
5,270
62
$278K 0.2%
2,358
-60
63
$240K 0.18%
8,003
64
$238K 0.17%
8,498
-1,017
65
$237K 0.17%
1,613
66
$212K 0.16%
3,921
67
$203K 0.15%
11,500
68
$145K 0.11%
20,382
+516
1 2
3