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
$148M
AUM Growth
+$15.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$406K
2
+$276K
3
+$262K
4
FOXA icon
Fox Class A
FOXA
+$236K
5
SCHW icon
Charles Schwab
SCHW
+$203K

Top Sells

1
+$986K
2
+$230K
3
+$185K
4
BAC icon
Bank of America
BAC
+$143K
5
DIS icon
Walt Disney
DIS
+$134K

Sector Composition

1 Financials 21.74%
2 Communication Services 18.92%
3 Technology 16.54%
4 Consumer Discretionary 15.31%
5 Healthcare 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$233K 0.16%
1,041
77
$227K 0.15%
10,532
78
$226K 0.15%
+1,300
79
$218K 0.15%
+3,350
80
$212K 0.14%
12,650
+2,630
81
$201K 0.14%
+1,758
82
$184K 0.12%
15,788
83
$174K 0.12%
12,452
-210
1 2 3
4