BAM

Boyar Asset Management Portfolio holdings

AUM $158M
1-Year Est. Return 21.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$240K
3
+$232K
4
KLAC icon
KLA
KLAC
+$205K
5
CFG icon
Citizens Financial Group
CFG
+$203K

Top Sells

1
+$286K
2
+$233K
3
+$221K
4
C icon
Citigroup
C
+$179K
5
IAC icon
IAC Inc
IAC
+$96K

Sector Composition

1 Financials 29.18%
2 Technology 25.6%
3 Communication Services 14.26%
4 Consumer Discretionary 12.91%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$621K 0.41%
29,682
+229
52
$538K 0.35%
6,169
+506
53
$522K 0.34%
17,575
+2,347
54
$484K 0.32%
1,641
55
$462K 0.3%
8,792
+292
56
$438K 0.29%
4,896
-450
57
$421K 0.28%
9,741
58
$421K 0.28%
1,445
+46
59
$420K 0.27%
5,664
+312
60
$374K 0.24%
4,723
-63
61
$355K 0.23%
2,000
62
$354K 0.23%
3,875
-75
63
$336K 0.22%
42,540
+6,387
64
$318K 0.21%
27,878
+6
65
$313K 0.2%
20,498
+5,274
66
$295K 0.19%
3,447
67
$277K 0.18%
2,150
68
$272K 0.18%
11,398
-3,100
69
$271K 0.18%
+4,884
70
$254K 0.17%
2,765
71
$245K 0.16%
+273
72
$231K 0.15%
+5,161
73
$213K 0.14%
11,502
+412
74
$211K 0.14%
+4,338
75
$205K 0.13%
+6,825
1 2
3
4