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
$123M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$248K
3
+$31.5K
4
UNVR
Univar Solutions Inc.
UNVR
+$10.3K
5
GLW icon
Corning
GLW
+$6.39K

Top Sells

1
+$531K
2
+$440K
3
+$429K
4
MSGS icon
Madison Square Garden
MSGS
+$412K
5
CB icon
Chubb
CB
+$398K

Sector Composition

1 Financials 24.52%
2 Technology 17.68%
3 Consumer Discretionary 15.44%
4 Communication Services 14.65%
5 Healthcare 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$66.8K 0.05%
90,218
-34,289
77
$41.5K 0.03%
510
-495
78
– –
-9,975
79
– –
-8,019
80
– –
-8,800
81
– –
-4,826
82
– –
-19,350
83
– –
-11,391
84
– –
-982
85
– –
-10,458
86
– –
-14,185
1 2 3
4