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
$133M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.28M
3
+$441K
4
NWL icon
Newell Brands
NWL
+$258K
5
AAPL icon
Apple
AAPL
+$232K

Top Sells

1
+$2.24M
2
+$1.76M
3
+$1.36M
4
TRV icon
Travelers Companies
TRV
+$226K
5
WEN icon
Wendy's
WEN
+$189K

Sector Composition

1 Financials 24.86%
2 Consumer Discretionary 18.63%
3 Communication Services 14.98%
4 Technology 14.27%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$527K 0.4%
18,081
-54
52
$500K 0.38%
31,369
53
$464K 0.35%
4,469
-90
54
$464K 0.35%
599
+98
55
$436K 0.33%
22,974
+3,012
56
$360K 0.27%
3,432
+201
57
$350K 0.26%
2,661
58
$319K 0.24%
12,638
+1,449
59
$308K 0.23%
8,645
+1,348
60
$297K 0.22%
74,262
+16,160
61
$279K 0.21%
2,250
62
$265K 0.2%
8,003
63
$260K 0.2%
4,535
-385
64
$256K 0.19%
20,473
+1,593
65
$242K 0.18%
42,284
+17,573
66
$232K 0.17%
+4,876
67
$230K 0.17%
18,508
+400
68
$220K 0.17%
+2,349
69
$210K 0.16%
+1,561
70
$205K 0.15%
+3,440
71
$199K 0.15%
57,510
+24,372
72
$193K 0.15%
13,715
+1,391
73
$161K 0.12%
11,097
+891
74
– –
-49,364
1 2
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