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
$133M
AUM Growth
+$11.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$1.74M
2
+$1.28M
3
+$441K
4
NWL icon
Newell Brands
NWL
+$258K
5
AAPL icon
Apple
AAPL
+$232K

Top Sells

1
+$2.24M
2
+$1.76M
3
+$1.36M
4
TRV icon
Travelers Companies
TRV
+$226K
5
WEN icon
Wendy's
WEN
+$189K

Sector Composition

1 Financials 24.86%
2 Consumer Discretionary 18.63%
3 Communication Services 14.98%
4 Technology 14.27%
5 Consumer Staples 11.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.13M 6.87%
77,424
-110
2
$6.85M 5.15%
35,694
-9,170
3
$6.69M 5.03%
66,112
+98
4
$6.4M 4.81%
30,603
-69
5
$6.12M 4.6%
44,594
-1,651
6
$5.14M 3.86%
186,161
+3,127
7
$4.53M 3.41%
112,498
-33,864
8
$4.19M 3.15%
104,692
+1,086
9
$3.92M 2.95%
30,641
10
$3.82M 2.87%
75,662
11
$3.72M 2.8%
33,502
12
$3.52M 2.65%
70,560
-513
13
$3.36M 2.52%
154,291
+4,810
14
$3.33M 2.5%
61,997
15
$3.32M 2.5%
130,712
+50,496
16
$2.92M 2.19%
20,849
17
$2.86M 2.15%
22,899
18
$2.83M 2.13%
52,451
19
$2.59M 1.95%
23,183
-30
20
$2.32M 1.74%
129,632
+12,779
21
$2.29M 1.72%
33,226
-141
22
$2.26M 1.7%
28,713
+1,671
23
$2.07M 1.55%
75,496
+63,492
24
$2.06M 1.55%
25,644
25
$1.98M 1.49%
12,353
-89
1
2 3