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
$119M
AUM Growth
+$11.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$552K
3
+$262K
4
DIS icon
Walt Disney
DIS
+$228K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$209K

Top Sells

1
+$37.2K
2
+$22.6K
3
+$20.7K
4
MSGN
MSG Networks Inc.
MSGN
+$8.66K
5
UPS icon
United Parcel Service
UPS
+$8.16K

Sector Composition

1 Financials 18.91%
2 Technology 18.56%
3 Communication Services 16.98%
4 Consumer Discretionary 16.64%
5 Healthcare 9.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 10.98%
62,162
+657
2
$9.59M 8.05%
34,525
+612
3
$6.29M 5.28%
65,337
+1,023
4
$4.77M 4.01%
103,208
+1,974
5
$4.4M 3.7%
35,492
+1,835
6
$4.34M 3.65%
28,190
+455
7
$4.28M 3.59%
177,626
+1,934
8
$4.05M 3.4%
116,322
+2,512
9
$3.82M 3.21%
66,554
+816
10
$3.57M 3%
23,362
+45
11
$3.41M 2.86%
20,442
-49
12
$3.39M 2.85%
65,550
+3,680
13
$3.3M 2.77%
22,157
+414
14
$3.14M 2.64%
20,861
+190
15
$2.51M 2.11%
63,821
+2,779
16
$2.36M 1.98%
68,727
-120
17
$2.29M 1.92%
37,939
+715
18
$2.26M 1.9%
14,383
+1
19
$2.25M 1.89%
114,748
-416
20
$2.02M 1.7%
128,319
+2,222
21
$1.89M 1.58%
36,172
22
$1.74M 1.46%
39,072
23
$1.7M 1.43%
24,868
+190
24
$1.58M 1.32%
25,326
+204
25
$1.48M 1.24%
6,725
1
2 3