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
$130M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$747K
2
+$481K
3
+$467K
4
WBD icon
Warner Bros
WBD
+$451K
5
BAC icon
Bank of America
BAC
+$354K

Top Sells

1
+$391K
2
+$319K
3
+$248K
4
MRK icon
Merck
MRK
+$170K
5
BEN icon
Franklin Resources
BEN
+$163K

Sector Composition

1 Financials 22.22%
2 Technology 19.91%
3 Communication Services 16.61%
4 Consumer Discretionary 15.08%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$24.7K 0.02%
500
-10
77
– –
-13,455
78
– –
-12,281
79
– –
-3,927
1 2 3
4