Boothe Investment Group, Inc. - Portfolio overview

Boothe Investment Group, Inc. has 43 reported holdings in this dataset, with the latest filing dated 2026-05-20.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Cyclical.

Largest reported holdings by portfolio allocation

1. CTA - SIMPLIFY EXCHANGE TRADED FUN, 16.01%
2. DBND - DOUBLELINE ETF TRUST, 9.49%
3. HEDJ - WISDOMTREE TR, 7.11%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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