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
$155M
AUM Growth
+$9.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$1.27M
2
+$1.27M
3
+$269K
4
CALY
Callaway Golf Company
CALY
+$195K
5
PYPL icon
PayPal
PYPL
+$179K

Top Sells

1
+$731K
2
+$240K
3
+$212K
4
HBI
Hanesbrands
HBI
+$209K
5
KO icon
Coca-Cola
KO
+$207K

Sector Composition

1 Financials 26.2%
2 Technology 23.47%
3 Consumer Discretionary 14.8%
4 Communication Services 14.76%
5 Healthcare 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$211K 0.14%
273
77
$208K 0.13%
+2,669
78
$191K 0.12%
29,886
-1,000
79
$15.7K 0.01%
513
-5
80
– –
-13,917
81
– –
-83,857
1 2 3
4