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
$130M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$520K
3
+$479K
4
SMG icon
ScottsMiracle-Gro
SMG
+$453K
5
BAC icon
Bank of America
BAC
+$307K

Top Sells

1
+$391K
2
+$267K
3
+$248K
4
MRK icon
Merck
MRK
+$167K
5
BEN icon
Franklin Resources
BEN
+$150K

Sector Composition

1 Financials 22.22%
2 Technology 19.91%
3 Communication Services 16.61%
4 Consumer Discretionary 15.08%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$390K 0.3%
9,193
-27
52
$370K 0.29%
20,272
-1,450
53
$352K 0.27%
9,965
54
$349K 0.27%
15,385
-284
55
$343K 0.26%
6,282
56
$340K 0.26%
11,216
-835
57
$339K 0.26%
3,255
58
$337K 0.26%
42,142
59
$334K 0.26%
1,462
-42
60
$313K 0.24%
4,355
-390
61
$311K 0.24%
5,935
+2,585
62
$306K 0.24%
4,015
-41
63
$304K 0.23%
17,607
64
$289K 0.22%
2,150
65
$266K 0.2%
208
+10
66
$259K 0.2%
1,469
-160
67
$247K 0.19%
2,376
68
$235K 0.18%
1,792
69
$228K 0.18%
3,005
70
$228K 0.18%
+2,823
71
$227K 0.18%
3,265
72
$226K 0.17%
29,346
73
$214K 0.16%
+2,030
74
$210K 0.16%
18,808
-9,921
75
$43.8K 0.03%
91,218
+1,000
1 2
3
4