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
$136M
AUM Growth
+$36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.99M
2
+$1.95M
3
+$1.93M
4
DIS icon
Walt Disney
DIS
+$1.84M
5
JPM icon
JPMorgan Chase
JPM
+$1.77M

Top Sells

1
+$203K
2
+$40.9K
3
+$39.7K
4
WU icon
Western Union
WU
+$37.1K
5
ISCA
International Speedway Corp
ISCA
+$34.9K

Sector Composition

1 Financials 21.45%
2 Consumer Discretionary 20.59%
3 Communication Services 15.97%
4 Consumer Staples 12.26%
5 Technology 9.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.61M 5.6%
51,851
+13,548
2
$6.82M 5.02%
103,557
+29,353
3
$6.26M 4.61%
71,310
+20,201
4
$5.99M 4.4%
49,664
+16,218
5
$5.33M 3.93%
164,344
+42,783
6
$4.7M 3.46%
199,098
+49,234
7
$4.41M 3.24%
30,939
+7,300
8
$4.39M 3.23%
33,866
+12,728
9
$3.98M 2.93%
35,078
+16,256
10
$3.94M 2.9%
104,795
+31,583
11
$3.85M 2.83%
81,471
+23,947
12
$3.72M 2.74%
27,585
+7,276
13
$3.42M 2.52%
146,385
+26,378
14
$3.19M 2.34%
73,951
+13,164
15
$2.88M 2.12%
23,124
+2,299
16
$2.76M 2.03%
30,394
+4,715
17
$2.74M 2.01%
27,999
+7,484
18
$2.69M 1.98%
28,796
+3,410
19
$2.63M 1.93%
125,430
+24,305
20
$2.59M 1.91%
24,131
+6,986
21
$2.5M 1.84%
26,582
+7,511
22
$2.49M 1.83%
17,406
+4,451
23
$2.48M 1.83%
68,848
+12,256
24
$2.3M 1.69%
110,927
+20,927
25
$2.23M 1.64%
41,094
+8,584
1
2 3