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
$147M
AUM Growth
+$5.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$2.8M
2 +$1.07M
3 +$842K
4
AGN
Allergan plc
AGN
+$834K
5
MNR
Monmouth Real Estate Investment Corp
MNR
+$813K

Top Sells

1 +$2.19M
2 +$1.77M
3 +$1.76M
4
LSBG
Lake Sunapee Bank Group
LSBG
+$1.07M
5
HSY icon
Hershey
HSY
+$593K

Sector Composition

1 Real Estate 36.46%
2 Healthcare 22.51%
3 Consumer Staples 8.81%
4 Consumer Discretionary 6.09%
5 Technology 4.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-9,425
52
-76,678