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
$147M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$290K
2
+$265K
3
+$250K
4
NWL icon
Newell Brands
NWL
+$225K
5
NWSA icon
News Corp Class A
NWSA
+$216K

Top Sells

1
+$305K
2
+$44.7K
3
+$42.5K
4
TGT icon
Target
TGT
+$26.5K
5
PFE icon
Pfizer
PFE
+$22K

Sector Composition

1 Financials 23.2%
2 Consumer Discretionary 20.14%
3 Communication Services 15.21%
4 Technology 13.95%
5 Consumer Staples 10.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.78M 6.66%
47,199
-56
2
$9.52M 6.48%
83,191
-84
3
$7.81M 5.32%
69,241
4
$6.87M 4.68%
30,554
-50
5
$6.64M 4.52%
158,750
-527
6
$6.24M 4.25%
48,111
7
$5.64M 3.84%
191,622
-50
8
$4.9M 3.34%
33,189
9
$4.09M 2.78%
80,170
-250
10
$4.05M 2.76%
34,602
11
$3.97M 2.71%
154,027
+4,509
12
$3.79M 2.58%
107,169
+1,393
13
$3.28M 2.23%
24,819
14
$3.15M 2.15%
73,423
15
$3.15M 2.14%
66,572
16
$3.05M 2.08%
22,063
-46
17
$2.88M 1.96%
127,691
+4,981
18
$2.76M 1.88%
23,634
19
$2.67M 1.82%
35,797
-600
20
$2.66M 1.81%
54,663
21
$2.5M 1.71%
84,646
+2,010
22
$2.49M 1.7%
40,168
23
$2.49M 1.7%
49,575
24
$2.29M 1.56%
35,966
25
$2.29M 1.56%
31,877
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