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
$123M
AUM Growth
+$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$261K
2
+$248K
3
+$31.5K
4
UNVR
Univar Solutions Inc.
UNVR
+$10.3K
5
GLW icon
Corning
GLW
+$6.39K

Top Sells

1
+$531K
2
+$440K
3
+$429K
4
MSGS icon
Madison Square Garden
MSGS
+$412K
5
CB icon
Chubb
CB
+$398K

Sector Composition

1 Financials 24.52%
2 Technology 17.68%
3 Consumer Discretionary 15.44%
4 Communication Services 14.65%
5 Healthcare 11.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.2M 9.95%
50,894
-714
2
$9.26M 7.55%
29,315
-769
3
$8.15M 6.64%
26,166
-219
4
$7.8M 6.36%
58,186
-1,967
5
$5.29M 4.31%
159,656
-12,941
6
$5.01M 4.08%
97,681
-5,055
7
$4.26M 3.48%
23,249
-2,245
8
$3.57M 2.91%
102,176
-6,087
9
$3.49M 2.84%
52,346
-998
10
$3.35M 2.74%
18,990
-199
11
$3.15M 2.57%
18,109
-299
12
$3.1M 2.53%
65,054
-7,128
13
$3.05M 2.49%
35,084
-1,642
14
$2.81M 2.29%
61,699
-1,320
15
$2.25M 1.84%
31,327
-399
16
$2.23M 1.82%
90,169
-10,721
17
$2.15M 1.76%
47,878
-5,961
18
$2.06M 1.68%
26,956
-3,675
19
$2M 1.63%
21,492
-4,237
20
$1.94M 1.58%
13,037
-749
21
$1.69M 1.38%
26,532
-3,017
22
$1.64M 1.34%
6,214
-95
23
$1.51M 1.23%
46,755
-8,222
24
$1.51M 1.23%
56,985
-676
25
$1.47M 1.2%
9,863
-1,504
1
2 3 4