Instuitional Investor - R.p. Boggs & Co. Wealth Mangement

Fund Profile
Filing Period:
Fund Name: R.p. Boggs & Co. Wealth Mangement
Portfolio Value $177,198,430
Filing Period:
No. Security Ticker Shares Value % Port
1. ROAD 309,399 $22,236,491 13.53%
2. GLD 72,402 $20,861,877 12.69%
3. CDRE 455,138 $13,476,639 8.2%
4. HEI, HEI.A 53,738 $11,337,040 6.9%
5. WCN 48,315 $9,430,515 5.74%