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
$127M
AUM Growth
+$1.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.05M
2
+$399K
3
+$208K
4
IBM icon
IBM
IBM
+$203K
5
PFE icon
Pfizer
PFE
+$37.1K

Top Sells

1
+$141K
2
+$131K
3
+$41.1K
4
CVS icon
CVS Health
CVS
+$20.7K
5
KMB icon
Kimberly-Clark
KMB
+$20.2K

Sector Composition

1 Consumer Discretionary 21.56%
2 Financials 18.59%
3 Communication Services 16.27%
4 Consumer Staples 13.83%
5 Healthcare 9.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.34M 5.76%
54,984
2
$6.1M 4.79%
52,292
-100
3
$5.99M 4.7%
108,408
-300
4
$4.76M 3.74%
169,284
+1,318
5
$4.46M 3.5%
75,268
+603
6
$4.32M 3.39%
59,598
+5,506
7
$3.69M 2.9%
31,094
+134
8
$3.61M 2.83%
28,648
9
$3.58M 2.81%
36,092
-100
10
$3.29M 2.58%
35,014
-1,500
11
$3.26M 2.56%
106,700
12
$3.14M 2.46%
85,246
-105
13
$3.12M 2.44%
77,652
14
$3.09M 2.42%
108,920
15
$2.9M 2.28%
214,835
+1,367
16
$2.8M 2.2%
18,359
+184
17
$2.71M 2.13%
42,479
-300
18
$2.7M 2.12%
25,617
-100
19
$2.59M 2.04%
149,974
+1,045
20
$2.52M 1.98%
23,274
21
$2.44M 1.91%
31,030
+40
22
$2.37M 1.86%
28,788
-45
23
$2.31M 1.82%
71,503
-200
24
$2.22M 1.74%
55,343
-80
25
$2.2M 1.73%
30,259
-200
1
2 3