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
$155M
AUM Growth
+$7.35M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
85
New
Increased
Reduced
Closed

Top Buys

1
+$412K
2
+$410K
3
+$208K
4
MRK icon
Merck
MRK
+$172K
5
DISCK
Discovery, Inc. Series C Common Stock
DISCK
+$135K

Top Sells

1
+$339K
2
+$201K
3
+$106K
4
BR icon
Broadridge
BR
+$66.6K
5
CNDT icon
Conduent
CNDT
+$41.7K

Sector Composition

1 Financials 21.9%
2 Communication Services 18.34%
3 Technology 17.12%
4 Consumer Discretionary 15.79%
5 Healthcare 8.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$582K 0.37%
889
+57
52
$563K 0.36%
8,432
-40
53
$547K 0.35%
3,996
54
$475K 0.31%
2,474
+85
55
$464K 0.3%
5,960
+2,213
56
$442K 0.28%
34,643
+3,000
57
$440K 0.28%
2,768
+235
58
$439K 0.28%
3,500
59
$412K 0.27%
+8,416
60
$409K 0.26%
14,745
61
$408K 0.26%
9,301
62
$406K 0.26%
15,737
63
$405K 0.26%
1,456
+15
64
$351K 0.23%
3,775
65
$327K 0.21%
7,985
66
$318K 0.2%
10,432
+55
67
$302K 0.19%
1,602
68
$300K 0.19%
2,460
69
$288K 0.19%
2,150
70
$278K 0.18%
131,744
71
$265K 0.17%
21,689
72
$263K 0.17%
1,874
73
$263K 0.17%
15,655
74
$257K 0.17%
10,532
75
$253K 0.16%
3,269
1 2
3
4