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
$134M
AUM Growth
-$2.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
69
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$85.6K
3
+$29.1K

Top Sells

1
+$2.74M
2
+$1.12M
3
+$960K
4
DBD
Diebold Nixdorf Incorporated
DBD
+$238K
5
HOG icon
Harley-Davidson
HOG
+$212K

Sector Composition

1 Financials 23.3%
2 Consumer Discretionary 20.06%
3 Communication Services 13.57%
4 Technology 11.57%
5 Consumer Staples 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.14M 6.08%
49,774
-688
2
$7.41M 5.54%
99,499
-1,560
3
$6.63M 4.95%
69,385
-850
4
$5.94M 4.43%
48,458
-520
5
$5.41M 4.04%
159,770
-1,288
6
$4.93M 3.69%
194,762
-408
7
$4.9M 3.66%
32,968
-100
8
$4.59M 3.43%
30,060
-369
9
$4.21M 3.14%
79,390
-640
10
$3.9M 2.91%
101,265
-1,720
11
$3.49M 2.61%
26,461
-576
12
$3.39M 2.53%
34,352
-70
13
$3.11M 2.32%
116,199
-2,410
14
$3.01M 2.25%
142,144
-1,957
15
$2.94M 2.2%
72,313
-450
16
$2.93M 2.19%
22,541
-240
17
$2.82M 2.11%
23,491
-185
18
$2.71M 2.03%
24,623
-360
19
$2.66M 1.98%
107,851
-2,036
20
$2.64M 1.97%
27,113
-519
21
$2.57M 1.92%
67,572
22
$2.57M 1.92%
40,257
23
$2.37M 1.77%
36,703
-753
24
$2.32M 1.73%
29,870
-125
25
$2.3M 1.72%
31,627
+400
1
2 3