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

Top Buys

1
+$582K
2
+$300K
3
+$274K
4
HD icon
Home Depot
HD
+$261K
5
SO icon
Southern Company
SO
+$237K

Top Sells

1
+$110K
2
+$107K
3
+$57.2K
4
AAPL icon
Apple
AAPL
+$52.4K
5
MDLZ icon
Mondelez International
MDLZ
+$22.9K

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