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
$156M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$568K
2
+$324K
3
+$303K
4
DIS icon
Walt Disney
DIS
+$289K
5
BAC icon
Bank of America
BAC
+$234K

Top Sells

1
+$110K
2
+$106K
3
+$58.2K
4
AAPL icon
Apple
AAPL
+$50.4K
5
MDLZ icon
Mondelez International
MDLZ
+$23.8K

Sector Composition

1 Financials 21.37%
2 Technology 19.82%
3 Communication Services 16.45%
4 Consumer Discretionary 14.63%
5 Healthcare 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$237K 0.15%
+3,265
77
$233K 0.15%
1,792
78
$226K 0.15%
2,484
+290
79
$213K 0.14%
4,875
+155
80
$212K 0.14%
6,310
81
$201K 0.13%
13,455
82
$200K 0.13%
1,270
-10
83
$150K 0.1%
29,857
+1,250
84
$128K 0.08%
27,951
+3,000
85
$126K 0.08%
11,615
-529
86
$81K 0.05%
12,350
1 2 3
4