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
$121M
AUM Growth
-$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1 +$474K
2 +$344K
3 +$253K
4
HOG icon
Harley-Davidson
HOG
+$249K
5
NWL icon
Newell Brands
NWL
+$223K

Top Sells

1 +$716K
2 +$575K
3 +$513K
4
HD icon
Home Depot
HD
+$401K
5
XOXO
Xo Group Inc
XOXO
+$317K

Sector Composition

1 Financials 23.05%
2 Consumer Discretionary 19.15%
3 Communication Services 17.13%
4 Technology 12.99%
5 Consumer Staples 11.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-31,146