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
$138M
AUM Growth
+$6.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
72
New
Increased
Reduced
Closed

Top Buys

1
+$231K
2
+$221K
3
+$206K
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$201K
5
AMCX icon
AMC Networks
AMCX
+$103K

Top Sells

1
+$398K
2
+$285K
3
+$278K
4
EPC icon
Edgewell Personal Care
EPC
+$266K
5
HOG icon
Harley-Davidson
HOG
+$250K

Sector Composition

1 Financials 27.2%
2 Consumer Discretionary 16.85%
3 Communication Services 15.11%
4 Technology 13.9%
5 Consumer Staples 10.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.79M 7.07%
62,070
-1,760
2
$8.83M 6.38%
63,369
-2,045
3
$7.44M 5.37%
34,074
-859
4
$6.1M 4.41%
29,075
-573
5
$6.02M 4.35%
170,827
-11,297
6
$5.92M 4.28%
43,246
-780
7
$4.88M 3.53%
29,314
-663
8
$4.79M 3.46%
33,102
-300
9
$4.49M 3.24%
99,854
-1,894
10
$4.03M 2.91%
108,489
-2,004
11
$3.76M 2.71%
123,225
-4,483
12
$3.74M 2.7%
67,935
-1,712
13
$3.7M 2.67%
73,441
-1,363
14
$3.62M 2.61%
60,428
-1,117
15
$3.27M 2.36%
21,573
-819
16
$2.96M 2.14%
20,275
-421
17
$2.78M 2.01%
159,813
+323
18
$2.56M 1.85%
21,909
-485
19
$2.55M 1.84%
71,119
-1,852
20
$2.52M 1.82%
23,762
-893
21
$2.47M 1.79%
51,557
-820
22
$2.42M 1.75%
37,723
-707
23
$2.31M 1.67%
28,894
-660
24
$2.12M 1.53%
24,769
-565
25
$2.04M 1.47%
106,253
+185
1
2 3