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
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$474K
3
+$237K
4
SBUX icon
Starbucks
SBUX
+$235K
5
DD icon
DuPont de Nemours
DD
+$227K

Top Sells

1
+$1.06M
2
+$999K
3
+$492K
4
JPM icon
JPMorgan Chase
JPM
+$476K
5
NWL icon
Newell Brands
NWL
+$428K

Sector Composition

1 Financials 20.48%
2 Communication Services 20.37%
3 Technology 16.73%
4 Consumer Discretionary 14.82%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$445K 0.34%
2,545
52
$432K 0.33%
788
-92
53
$380K 0.29%
10,635
-2,821
54
$362K 0.27%
2,354
+98
55
$337K 0.25%
2,389
+65
56
$325K 0.25%
9,401
-919
57
$313K 0.24%
26,789
58
$307K 0.23%
3,500
59
$296K 0.22%
14,745
60
$290K 0.22%
2,150
61
$287K 0.22%
7,985
62
$287K 0.22%
15,997
63
$284K 0.21%
3,775
64
$280K 0.21%
9,797
-200
65
$237K 0.18%
+12,662
66
$235K 0.18%
+2,194
67
$228K 0.17%
15,655
-21,424
68
$227K 0.17%
980
69
$227K 0.17%
+3,189
70
$226K 0.17%
1,874
71
$220K 0.17%
+1,041
72
$211K 0.16%
31,643
73
$210K 0.16%
+2,400
74
$200K 0.15%
10,532
75
$165K 0.12%
131,744
-1,719
1 2
3
4