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
+$584K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
65
New
Increased
Reduced
Closed

Top Buys

1
+$1.88M
2
+$4.76K

Top Sells

1
+$355K
2
+$205K
3
+$177K
4
HD icon
Home Depot
HD
+$169K
5
NDAQ icon
Nasdaq
NDAQ
+$154K

Sector Composition

1 Consumer Discretionary 20.7%
2 Financials 18.89%
3 Communication Services 16.67%
4 Consumer Staples 13.32%
5 Technology 9.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$6.8M 5.37%
52,868
-1,316
2
$6.06M 4.78%
105,223
-1,544
3
$5.85M 4.62%
51,065
-812
4
$5.32M 4.2%
165,603
-2,205
5
$4.85M 3.83%
72,826
-1,385
6
$4.68M 3.69%
58,763
-1,015
7
$3.79M 2.99%
31,342
-695
8
$3.51M 2.77%
105,780
-440
9
$3.48M 2.75%
27,801
-577
10
$3.43M 2.71%
34,398
-316
11
$3.32M 2.62%
35,784
-63
12
$3.31M 2.61%
82,958
-1,219
13
$3.27M 2.58%
74,554
-2,025
14
$3.17M 2.5%
202,551
-11,293
15
$2.75M 2.17%
25,137
-130
16
$2.74M 2.16%
147,268
-2,830
17
$2.73M 2.16%
30,529
-501
18
$2.73M 2.16%
23,124
-100
19
$2.72M 2.15%
107,900
-200
20
$2.64M 2.09%
70,005
-948
21
$2.49M 1.97%
17,553
-485
22
$2.48M 1.96%
29,751
-408
23
$2.22M 1.75%
41,205
-674
24
$2.17M 1.71%
126,451
-2,021
25
$2.06M 1.63%
78,399
-2,341
1
2 3