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
$147M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$265K
3
+$250K
4
NWL icon
Newell Brands
NWL
+$225K
5
NWSA icon
News Corp Class A
NWSA
+$216K

Top Sells

1
+$305K
2
+$44.7K
3
+$42.5K
4
TGT icon
Target
TGT
+$26.5K
5
PFE icon
Pfizer
PFE
+$22K

Sector Composition

1 Financials 23.2%
2 Consumer Discretionary 20.14%
3 Communication Services 15.21%
4 Technology 13.95%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$523K 0.36%
485
+134
52
$427K 0.29%
4,859
53
$397K 0.27%
2,661
54
$332K 0.23%
54,487
+21,047
55
$326K 0.22%
10,442
+3,541
56
$317K 0.22%
9,200
57
$313K 0.21%
2,750
58
$297K 0.2%
4,920
59
$290K 0.2%
+2,447
60
$283K 0.19%
8,003
61
$275K 0.19%
4,876
62
$265K 0.18%
+9,674
63
$265K 0.18%
2,369
+122
64
$257K 0.18%
8,826
+1,844
65
$250K 0.17%
+8,231
66
$247K 0.17%
4,563
67
$226K 0.15%
1,561
68
$216K 0.15%
+16,365
69
$183K 0.12%
+16,502
70
$172K 0.12%
+12,324
71
$138K 0.09%
17,624
+5,389
72
$89K 0.06%
+12,135
1 2
3