BI

Boulegeris Investments Portfolio holdings

AUM $200M
1-Year Est. Return 7%
This Quarter Est. Return
1 Year Est. Return
+7%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$136M
AUM Growth
+$10.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
51
New
Increased
Reduced
Closed

Top Buys

1 +$4.13M
2 +$1.13M
3 +$742K
4
BIIB icon
Biogen
BIIB
+$662K
5
HD icon
Home Depot
HD
+$630K

Top Sells

1 +$1.93M
2 +$1.01M
3 +$635K
4
LMT icon
Lockheed Martin
LMT
+$634K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$527K

Sector Composition

1 Healthcare 23.5%
2 Real Estate 23.19%
3 Technology 11.57%
4 Consumer Staples 7.58%
5 Financials 5.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-6,969