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
$128M
AUM Growth
-$1.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$561K
2
+$280K
3
+$277K
4
IBM icon
IBM
IBM
+$257K
5
GLW icon
Corning
GLW
+$218K

Top Sells

1
+$3.21M
2
+$2.46M
3
+$2.39M
4
IEV icon
iShares Europe ETF
IEV
+$1.78M
5
YHOO
Yahoo Inc
YHOO
+$408K

Sector Composition

1 Consumer Discretionary 22.43%
2 Financials 20.63%
3 Consumer Staples 12.59%
4 Communication Services 11.34%
5 Healthcare 9.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.9M 4.61%
56,204
-1,200
2
$5.66M 4.43%
53,513
-1,180
3
$5.06M 3.95%
108,889
-3,425
4
$5.04M 3.94%
170,679
-844
5
$4.89M 3.82%
36,964
-100
6
$4.7M 3.67%
75,096
-1,750
7
$4.6M 3.59%
53,823
-2,150
8
$4.43M 3.46%
82,496
+525
9
$3.52M 2.75%
61,183
-3,574
10
$3.43M 2.68%
36,392
11
$3.42M 2.67%
84,235
+1,061
12
$3.24M 2.53%
178,805
-8,987
13
$3.19M 2.49%
178,168
+355
14
$3.1M 2.43%
111,200
-4,400
15
$3.06M 2.39%
32,110
-972
16
$3.04M 2.38%
51,558
-1,900
17
$3.03M 2.37%
29,048
-100
18
$2.91M 2.27%
26,165
-330
19
$2.88M 2.25%
79,149
-4,632
20
$2.87M 2.24%
52,770
-2,600
21
$2.69M 2.1%
297,998
22
$2.68M 2.09%
43,856
-1,171
23
$2.64M 2.07%
72,863
-5,251
24
$2.61M 2.04%
34,231
+30
25
$2.45M 1.92%
23,431
-1,200
1
2 3