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
$131M
AUM Growth
+$2.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$251K
3
+$207K
4
ISCA
International Speedway Corp
ISCA
+$119K
5
MCD icon
McDonald's
MCD
+$96.3K

Top Sells

1
+$1.16M
2
+$859K
3
+$565K
4
BMY icon
Bristol-Myers Squibb
BMY
+$499K
5
SPLS
Staples Inc
SPLS
+$479K

Sector Composition

1 Consumer Discretionary 22.4%
2 Financials 19.82%
3 Consumer Staples 12.69%
4 Communication Services 11.85%
5 Healthcare 9.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.35M 4.86%
55,879
-325
2
$5.75M 4.4%
53,193
-320
3
$5.61M 4.29%
169,889
-790
4
$5.01M 3.83%
82,925
+429
5
$4.84M 3.7%
36,964
6
$4.53M 3.47%
74,829
-267
7
$4.53M 3.47%
53,623
-200
8
$4.42M 3.39%
108,839
-50
9
$3.82M 2.92%
36,392
10
$3.71M 2.84%
110,765
-435
11
$3.44M 2.63%
85,422
+1,187
12
$3.41M 2.61%
43,536
-320
13
$3.29M 2.51%
32,110
14
$3.21M 2.45%
29,048
15
$2.94M 2.25%
52,770
16
$2.87M 2.19%
51,109
-10,074
17
$2.83M 2.16%
43,829
-7,729
18
$2.83M 2.16%
78,325
-824
19
$2.73M 2.09%
177,578
-590
20
$2.61M 2%
34,051
-180
21
$2.59M 1.98%
29,758
-333
22
$2.53M 1.94%
26,140
-25
23
$2.43M 1.86%
149,399
-29,406
24
$2.39M 1.83%
29,156
-170
25
$2.39M 1.83%
219,228
-78,770
1
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