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
$123M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$248K
3
+$31.5K
4
UNVR
Univar Solutions Inc.
UNVR
+$10.3K
5
GLW icon
Corning
GLW
+$6.39K

Top Sells

1
+$531K
2
+$440K
3
+$429K
4
MSGS icon
Madison Square Garden
MSGS
+$412K
5
CB icon
Chubb
CB
+$398K

Sector Composition

1 Financials 24.52%
2 Technology 17.68%
3 Consumer Discretionary 15.44%
4 Communication Services 14.65%
5 Healthcare 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$392K 0.32%
10,753
-4,583
52
$391K 0.32%
12,281
+325
53
$385K 0.31%
6,282
54
$373K 0.3%
1,504
-1,000
55
$368K 0.3%
15,669
-1,767
56
$355K 0.29%
9,220
-180
57
$337K 0.27%
21,722
-14,840
58
$326K 0.27%
4,745
-3,290
59
$320K 0.26%
17,607
-2,300
60
$318K 0.26%
9,965
+200
61
$314K 0.26%
1,629
-1,255
62
$307K 0.25%
12,051
-9,002
63
$306K 0.25%
42,142
-10,835
64
$296K 0.24%
4,056
65
$292K 0.24%
2,150
66
$289K 0.24%
3,255
+355
67
$279K 0.23%
3,350
68
$261K 0.21%
+198
69
$252K 0.21%
1,792
70
$248K 0.2%
+3,927
71
$248K 0.2%
29,346
72
$236K 0.19%
2,376
73
$233K 0.19%
3,265
74
$214K 0.17%
3,005
-135
75
$87.2K 0.07%
13,455
1 2
3
4