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
$153M
AUM Growth
+$14.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$242K
2
+$240K
3
+$232K
4
KLAC icon
KLA
KLAC
+$205K
5
CFG icon
Citizens Financial Group
CFG
+$203K

Top Sells

1
+$286K
2
+$233K
3
+$221K
4
C icon
Citigroup
C
+$179K
5
IAC icon
IAC Inc
IAC
+$96K

Sector Composition

1 Financials 29.18%
2 Technology 25.6%
3 Communication Services 14.26%
4 Consumer Discretionary 12.91%
5 Healthcare 6.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$199K 0.13%
34,386
+4,500
77
$164K 0.11%
35,856
-1,880
78
$126K 0.08%
47,569
79
$118K 0.08%
21,938
-3,744
80
– –
-9,542
81
– –
-7,463
82
– –
-465
1 2 3
4