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
$148M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$434K
2
+$291K
3
+$276K
4
FOXA icon
Fox Class A
FOXA
+$244K
5
VAC icon
Marriott Vacations Worldwide
VAC
+$226K

Top Sells

1
+$858K
2
+$234K
3
+$195K
4
BAC icon
Bank of America
BAC
+$161K
5
DIS icon
Walt Disney
DIS
+$134K

Sector Composition

1 Financials 21.74%
2 Communication Services 18.92%
3 Technology 16.54%
4 Consumer Discretionary 15.31%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$489K 0.33%
832
+44
52
$488K 0.33%
3,996
53
$459K 0.31%
2,389
54
$450K 0.3%
8,472
-2,163
55
$400K 0.27%
2,533
+179
56
$400K 0.27%
15,737
-260
57
$368K 0.25%
1,441
+461
58
$368K 0.25%
9,301
-100
59
$362K 0.24%
3,500
60
$353K 0.24%
14,745
61
$347K 0.23%
7,985
62
$342K 0.23%
3,775
63
$340K 0.23%
31,643
64
$320K 0.22%
21,689
-5,100
65
$318K 0.22%
15,655
66
$307K 0.21%
10,377
+580
67
$299K 0.2%
2,150
68
$291K 0.2%
+1,602
69
$276K 0.19%
+3,747
70
$275K 0.19%
131,744
71
$254K 0.17%
2,460
+60
72
$253K 0.17%
3,269
+80
73
$244K 0.17%
+6,746
74
$240K 0.16%
2,194
75
$239K 0.16%
1,874
1 2
3
4