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
$156M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$300K
3
+$274K
4
HD icon
Home Depot
HD
+$261K
5
SO icon
Southern Company
SO
+$237K

Top Sells

1
+$110K
2
+$107K
3
+$57.2K
4
AAPL icon
Apple
AAPL
+$52.4K
5
MDLZ icon
Mondelez International
MDLZ
+$22.9K

Sector Composition

1 Financials 21.37%
2 Technology 19.82%
3 Communication Services 16.45%
4 Consumer Discretionary 14.63%
5 Healthcare 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$616K 0.4%
2,882
+84
52
$549K 0.35%
17,838
+84
53
$479K 0.31%
37,477
+1,150
54
$450K 0.29%
22,782
+3,925
55
$411K 0.26%
4,160
+431
56
$411K 0.26%
3,312
+480
57
$405K 0.26%
2,900
58
$405K 0.26%
3,500
59
$397K 0.26%
12,356
+1,240
60
$388K 0.25%
1,608
61
$378K 0.24%
9,315
-75
62
$373K 0.24%
6,282
-1,800
63
$345K 0.22%
9,400
+373
64
$343K 0.22%
1,443
+9
65
$342K 0.22%
2,460
66
$338K 0.22%
9,155
67
$334K 0.21%
15,082
+1,505
68
$322K 0.21%
13,093
+3,472
69
$314K 0.2%
4,265
+885
70
$283K 0.18%
7,177
71
$282K 0.18%
3,350
-200
72
$269K 0.17%
1,462
+371
73
$265K 0.17%
2,150
74
$246K 0.16%
3,927
75
$238K 0.15%
125,007
+1,737
1 2
3
4