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
+$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$1.4M
2
+$474K
3
+$237K
4
SBUX icon
Starbucks
SBUX
+$235K
5
DD icon
DuPont de Nemours
DD
+$227K

Top Sells

1
+$1.06M
2
+$999K
3
+$492K
4
JPM icon
JPMorgan Chase
JPM
+$476K
5
NWL icon
Newell Brands
NWL
+$428K

Sector Composition

1 Financials 20.48%
2 Communication Services 20.37%
3 Technology 16.73%
4 Consumer Discretionary 14.82%
5 Healthcare 8.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.8M 9.63%
57,391
-4,771
2
$8.17M 6.16%
30,763
-3,762
3
$7.83M 5.9%
61,595
-3,742
4
$6.06M 4.57%
33,443
-2,049
5
$5.13M 3.87%
26,421
-1,769
6
$5.13M 3.87%
169,105
-8,521
7
$5.04M 3.8%
96,127
-7,081
8
$4.36M 3.28%
21,871
-1,491
9
$3.79M 2.86%
102,947
-13,375
10
$3.71M 2.8%
20,174
-687
11
$3.58M 2.7%
61,148
-5,406
12
$3.35M 2.52%
19,861
-581
13
$3.31M 2.5%
21,049
-1,108
14
$3.09M 2.33%
62,068
-3,482
15
$2.85M 2.15%
67,132
-1,595
16
$2.76M 2.08%
61,717
-2,104
17
$2.71M 2.04%
103,265
-11,483
18
$2.63M 1.99%
25,087
+219
19
$2.35M 1.77%
13,321
-1,062
20
$2.18M 1.65%
35,170
-2,769
21
$2.06M 1.55%
38,039
-1,033
22
$1.96M 1.48%
132,848
-16,993
23
$1.93M 1.46%
132,505
+4,186
24
$1.83M 1.38%
24,623
-703
25
$1.82M 1.37%
36,172
1
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