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
$156M
AUM Growth
-$10.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$582K
2
+$300K
3
+$274K
4
HD icon
Home Depot
HD
+$261K
5
SO icon
Southern Company
SO
+$237K

Top Sells

1
+$110K
2
+$107K
3
+$57.2K
4
AAPL icon
Apple
AAPL
+$52.4K
5
MDLZ icon
Mondelez International
MDLZ
+$22.9K

Sector Composition

1 Financials 21.37%
2 Technology 19.82%
3 Communication Services 16.45%
4 Consumer Discretionary 14.63%
5 Healthcare 9.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.6M 11.28%
56,963
+1,887
2
$9.21M 5.92%
30,767
+873
3
$8.4M 5.4%
61,653
+2,197
4
$7.95M 5.1%
26,463
+748
5
$6.6M 4.24%
160,167
+5,192
6
$5.5M 3.53%
106,229
+2,733
7
$4.83M 3.11%
103,276
+3,356
8
$4.78M 3.07%
34,853
+2,000
9
$4.29M 2.76%
20,016
+628
10
$4.24M 2.72%
50,924
+1,235
11
$4.24M 2.72%
23,641
+563
12
$3.71M 2.38%
20,906
-99
13
$3.62M 2.32%
57,647
-365
14
$3.59M 2.31%
64,447
+783
15
$3.31M 2.12%
66,602
+1,498
16
$3.23M 2.07%
90,380
+917
17
$3.08M 1.98%
25,031
+226
18
$2.88M 1.85%
58,158
-2,222
19
$2.85M 1.83%
13,455
+330
20
$2.55M 1.64%
34,901
+216
21
$2.32M 1.49%
92,849
+2,885
22
$2.26M 1.45%
22,355
-95
23
$2.23M 1.43%
27,336
+683
24
$2.21M 1.42%
148,626
+6,318
25
$2.15M 1.38%
37,548
-999
1
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