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
$130M
AUM Growth
+$7.01M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$712K
2
+$520K
3
+$479K
4
SMG icon
ScottsMiracle-Gro
SMG
+$453K
5
BAC icon
Bank of America
BAC
+$307K

Top Sells

1
+$391K
2
+$267K
3
+$248K
4
MRK icon
Merck
MRK
+$167K
5
BEN icon
Franklin Resources
BEN
+$150K

Sector Composition

1 Financials 22.22%
2 Technology 19.91%
3 Communication Services 16.61%
4 Consumer Discretionary 15.08%
5 Healthcare 9.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.7M 11.36%
51,067
+173
2
$8.67M 6.69%
29,388
+73
3
$8.05M 6.21%
26,279
+113
4
$7.57M 5.84%
58,115
-71
5
$4.87M 3.76%
170,380
+10,724
6
$4.49M 3.47%
23,063
-186
7
$4.11M 3.17%
100,693
+3,012
8
$4.01M 3.1%
105,853
+3,677
9
$3.64M 2.8%
52,152
-194
10
$3.56M 2.75%
18,355
+246
11
$3.48M 2.69%
34,785
-299
12
$3.36M 2.59%
64,240
-814
13
$3.07M 2.37%
96,996
+6,827
14
$2.97M 2.29%
19,191
+201
15
$2.81M 2.17%
47,535
-343
16
$2.8M 2.16%
61,690
-9
17
$2.26M 1.74%
32,342
+6,497
18
$2.2M 1.69%
31,698
+371
19
$2.15M 1.66%
12,976
-61
20
$2.04M 1.58%
26,441
-515
21
$1.97M 1.52%
130,730
+31,692
22
$1.88M 1.45%
57,399
+414
23
$1.76M 1.36%
81,344
+32,950
24
$1.74M 1.34%
6,214
25
$1.64M 1.26%
9,863
1
2 3 4