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
+$45K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$1.65M
2
+$326K
3
+$142K
4
MCD icon
McDonald's
MCD
+$142K
5
VZ icon
Verizon
VZ
+$127K

Top Sells

1
+$1.09M
2
+$662K
3
+$517K
4
GLW icon
Corning
GLW
+$216K
5
MAR icon
Marriott International
MAR
+$74.8K

Sector Composition

1 Consumer Discretionary 21.03%
2 Financials 19.65%
3 Communication Services 13.7%
4 Consumer Staples 12.59%
5 Healthcare 9.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.18M 4.73%
55,594
-285
2
$5.38M 4.11%
169,045
-844
3
$5.13M 3.92%
53,046
-147
4
$5.12M 3.92%
75,534
+705
5
$4.93M 3.77%
82,717
-208
6
$4.79M 3.66%
108,388
-451
7
$4.69M 3.59%
53,700
+77
8
$4.61M 3.52%
36,864
-100
9
$4.15M 3.18%
36,392
10
$3.65M 2.79%
109,520
-1,245
11
$3.6M 2.75%
85,689
+267
12
$3.21M 2.46%
78,125
-200
13
$3.13M 2.4%
23,803
-8,307
14
$3.12M 2.39%
183,383
+5,805
15
$3.06M 2.34%
50,982
-127
16
$3.02M 2.31%
29,048
17
$2.89M 2.21%
43,429
-400
18
$2.81M 2.15%
44,796
+1,260
19
$2.75M 2.11%
52,770
20
$2.53M 1.93%
26,065
-75
21
$2.5M 1.91%
29,392
-366
22
$2.38M 1.82%
29,116
-40
23
$2.34M 1.79%
33,921
-130
24
$2.33M 1.78%
18,259
-178
25
$2.3M 1.76%
149,939
+540
1
2 3