BAM
Boyar Asset Management Portfolio holdings
AUM
$153M
This Quarter Return
+8.05%
1 Year Return
+20.55%
3 Year Return
+64.51%
5 Year Return
+106.77%
10 Year Return
+222.66%
AUM
$119M
AUM Growth
+$119M
(+10%)
Cap. Flow
+$4.62M
Cap. Flow
% of AUM
3.88%
Top 10 Holdings %
Top 10 Hldgs %
48.87%
Holding
71
New
6
Increased
32
Reduced
8
Closed
–
Top Buys
| 1 |
Coca-Cola
KO
|
$1.19M |
| 2 |
IAC Inc
IAC
|
$552K |
| 3 |
Apple
AAPL
|
$347K |
| 4 |
Chubb
CB
|
$262K |
| 5 |
Walt Disney
DIS
|
$228K |
Top Sells
| 1 |
PayPal
PYPL
|
$37.2K |
| 2 |
Waste Management
WM
|
$22.6K |
| 3 |
Franklin Resources
BEN
|
$20.7K |
| 4 |
MSGN
MSG Networks Inc.
MSGN
|
$8.66K |
| 5 |
United Parcel Service
UPS
|
$8.16K |
Sector Composition
| 1 | Financials | 18.91% |
| 2 | Technology | 18.56% |
| 3 | Communication Services | 16.98% |
| 4 | Consumer Discretionary | 16.64% |
| 5 | Healthcare | 9.36% |
