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
$126M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.6M
2
+$233K
3
+$224K
4
GLW icon
Corning
GLW
+$209K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$191K

Top Sells

1
+$1.03M
2
+$297K
3
+$269K
4
PFE icon
Pfizer
PFE
+$223K
5
MDLZ icon
Mondelez International
MDLZ
+$207K

Sector Composition

1 Financials 19.81%
2 Consumer Discretionary 18.84%
3 Consumer Staples 13.26%
4 Communication Services 10.5%
5 Healthcare 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.16M 4.11%
54,896
-1,254
2
$4.96M 3.94%
176,002
-7,905
3
$4.82M 3.83%
115,664
-4,233
4
$4.67M 3.71%
57,714
-1,464
5
$4.48M 3.56%
37,314
-2,474
6
$4.36M 3.47%
75,679
-1,200
7
$3.87M 3.08%
55,083
-3,829
8
$3.77M 2.99%
84,522
+2,558
9
$3.5M 2.78%
65,657
-1,400
10
$3.42M 2.72%
139,080
-6,800
11
$3.27M 2.6%
87,281
-1,150
12
$3.16M 2.51%
83,981
-5,500
13
$3.12M 2.48%
36,414
-1,879
14
$3.07M 2.44%
33,918
-1,497
15
$2.8M 2.23%
182,397
+2,632
16
$2.76M 2.2%
57,150
-3,200
17
$2.75M 2.19%
26,832
-1,100
18
$2.74M 2.18%
29,948
-800
19
$2.69M 2.14%
25,761
-600
20
$2.67M 2.12%
55,058
-3,500
21
$2.55M 2.03%
82,468
-500
22
$2.54M 2.02%
298,218
-13,000
23
$2.5M 1.99%
47,530
+1,450
24
$2.27M 1.8%
18,020
-418
25
$2.18M 1.74%
201,490
+7,460
1
2 3