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
$99.9M
AUM Growth
-$26.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
66
New
Increased
Reduced
Closed

Top Buys

1
+$203K
2
+$55.3K
3
+$33.2K
4
BR icon
Broadridge
BR
+$20K
5
WU icon
Western Union
WU
+$18.3K

Top Sells

1
+$3.69M
2
+$2.16M
3
+$1.95M
4
MSFT icon
Microsoft
MSFT
+$1.93M
5
JPM icon
JPMorgan Chase
JPM
+$1.87M

Sector Composition

1 Consumer Discretionary 21.1%
2 Financials 20.47%
3 Communication Services 14.29%
4 Consumer Staples 13.58%
5 Technology 9.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$5.14M 5.14%
38,303
-14,565
2
$4.61M 4.61%
74,204
-31,019
3
$4.41M 4.41%
51,109
-21,717
4
$4.09M 4.1%
33,446
-17,619
5
$3.75M 3.75%
121,561
-44,042
6
$3.31M 3.31%
149,864
-52,687
7
$2.89M 2.89%
23,639
-7,703
8
$2.73M 2.73%
57,524
-25,434
9
$2.69M 2.7%
60,787
-13,767
10
$2.58M 2.58%
120,007
-27,261
11
$2.53M 2.53%
73,212
-32,568
12
$2.44M 2.44%
20,309
-7,492
13
$2.43M 2.43%
25,386
-4,365
14
$2.4M 2.4%
20,825
-2,299
15
$2.35M 2.35%
21,138
-13,260
16
$2.24M 2.24%
25,679
-4,850
17
$2.05M 2.05%
56,592
-13,413
18
$1.98M 1.98%
20,515
-38,248
19
$1.97M 1.97%
17,145
-7,992
20
$1.96M 1.96%
18,822
-16,962
21
$1.96M 1.96%
12,955
-4,598
22
$1.94M 1.94%
90,000
-17,900
23
$1.9M 1.9%
32,510
-8,695
24
$1.84M 1.84%
101,125
-25,326
25
$1.8M 1.8%
36,503
-3,290
1
2 3