BIG

Boothe Investment Group Portfolio holdings

AUM $262M
1-Year Est. Return 16.32%
This Quarter Est. Return
1 Year Est. Return
+16.32%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$77.9M
AUM Growth
-$29.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$4.87M
2 +$2.79M
3 +$1.34M
4
EUFN icon
iShares MSCI Europe Financials ETF
EUFN
+$1.03M
5
BABA icon
Alibaba
BABA
+$940K

Top Sells

1 +$10.1M
2 +$3.74M
3 +$3.69M
4
HDS
HD Supply Holdings, Inc.
HDS
+$3.55M
5
XBI icon
SPDR S&P Biotech ETF
XBI
+$2.79M

Sector Composition

1 Communication Services 7.67%
2 Consumer Staples 5.18%
3 Industrials 3.99%
4 Consumer Discretionary 3.56%
5 Utilities 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-82,989