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
$138M
AUM Growth
-$3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
64
New
Increased
Reduced
Closed

Top Buys

1
+$90.1K
2
+$49.4K
3
+$42.8K
4
MSGS icon
Madison Square Garden
MSGS
+$35.2K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$29.3K

Top Sells

1
+$1.78M
2
+$202K
3
+$184K
4
MSFT icon
Microsoft
MSFT
+$43.5K
5
ILG
ILG, Inc Common Stock
ILG
+$39.2K

Sector Composition

1 Financials 24.63%
2 Consumer Discretionary 20.29%
3 Technology 13.94%
4 Communication Services 13.64%
5 Consumer Staples 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$379K 0.28%
2,731
52
$373K 0.27%
4,917
-100
53
$372K 0.27%
304
54
$307K 0.22%
4,920
55
$303K 0.22%
2,750
56
$301K 0.22%
2,261
57
$295K 0.21%
4,563
58
$293K 0.21%
7,211
+500
59
$260K 0.19%
1,770
60
$248K 0.18%
5,916
61
$239K 0.17%
11,500
62
$223K 0.16%
8,003
63
$155K 0.11%
23,882
+3,500
64
– –
-811
1 2
3