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
+$172K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$144K
2
+$79.1K
3
+$70.6K
4
TPHS
Trinity Place Holdings Inc.com
TPHS
+$3.67K

Top Sells

1
+$213K
2
+$188K
3
+$172K
4
MAR icon
Marriott International
MAR
+$160K
5
PFE icon
Pfizer
PFE
+$105K

Sector Composition

1 Financials 21.92%
2 Consumer Discretionary 21.35%
3 Communication Services 15.55%
4 Consumer Staples 11.78%
5 Technology 9.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$7.74M 5.69%
50,462
-1,389
2
$6.97M 5.12%
101,059
-2,498
3
$6.42M 4.72%
70,235
-1,075
4
$6.2M 4.55%
48,978
-686
5
$5.13M 3.77%
161,058
-3,286
6
$4.74M 3.48%
195,170
-3,928
7
$4.27M 3.14%
30,429
-510
8
$4.21M 3.09%
33,068
-798
9
$4.08M 3%
80,030
-1,441
10
$4.01M 2.95%
102,985
-1,810
11
$3.66M 2.69%
34,422
-656
12
$3.6M 2.65%
27,037
-548
13
$3.26M 2.4%
118,609
-6,821
14
$3.23M 2.38%
144,101
-2,284
15
$3.14M 2.31%
72,763
-1,188
16
$3.01M 2.22%
22,781
-343
17
$2.74M 2.01%
27,260
-739
18
$2.62M 1.92%
23,676
-455
19
$2.57M 1.89%
29,995
-399
20
$2.54M 1.87%
109,887
-1,040
21
$2.51M 1.84%
24,983
-1,599
22
$2.47M 1.82%
27,632
-1,164
23
$2.46M 1.81%
37,456
-402
24
$2.41M 1.77%
50,896
-1,712
25
$2.28M 1.68%
67,572
-1,276
1
2 3