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
$108M
AUM Growth
+$18.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1 +$1.85M
2 +$1.16M
3 +$236K
4
AXTA icon
Axalta
AXTA
+$225K
5
IBM icon
IBM
IBM
+$216K

Top Sells

1 +$1.1M
2 +$459K
3 +$341K
4
AMP icon
Ameriprise Financial
AMP
+$177K
5
OI icon
O-I Glass
OI
+$119K

Sector Composition

1 Financials 20.32%
2 Technology 20.08%
3 Consumer Discretionary 16.37%
4 Communication Services 16.23%
5 Healthcare 9.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$304K 0.28%
2,150
52
$295K 0.27%
12,626
-300
53
$247K 0.23%
3,500
54
$236K 0.22%
+2,324
55
$225K 0.21%
+9,997
56
$216K 0.2%
+1,874
57
$207K 0.19%
+7,985
58
$198K 0.18%
+14,745
59
$190K 0.18%
15,997
60
$184K 0.17%
133,463
+5,000
61
$178K 0.16%
10,532
-1,255
62
$155K 0.14%
15,788
63
$141K 0.13%
31,643
64
$126K 0.12%
26,789
65
$57K 0.05%
+10,020
66
-13,178
67
-16,714
68
-35,406