PBF
Petix & Botte Financial Portfolio holdings
AUM
$408M
This Quarter Return
+15.01%
1 Year Return
+10.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$121M
AUM Growth
+$121M
(+18%)
Cap. Flow
+$62M
Cap. Flow
% of AUM
51.04%
Top 10 Holdings %
Top 10 Hldgs %
50.47%
Holding
84
New
15
Increased
67
Reduced
1
Closed
1
Top Buys
| 1 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$5.3M |
| 2 |
Vanguard Total Bond Market
BND
|
$5.05M |
| 3 |
iShares Core S&P US Growth ETF
IUSG
|
$3.53M |
| 4 |
Vanguard Growth ETF
VUG
|
$3.02M |
| 5 |
iShares Core S&P US Value ETF
IUSV
|
$2.73M |
Top Sells
| 1 |
Global X MLP & Energy Infrastructure ETF
MLPX
|
$73.5K |
| 2 |
United States Oil Fund
USO
|
$63K |
Sector Composition
| 1 | Technology | 1.6% |
| 2 | Consumer Staples | 1.32% |
| 3 | Healthcare | 0.77% |
| 4 | Utilities | 0.47% |
| 5 | Consumer Discretionary | 0.39% |
