PBF
Petix & Botte Financial Portfolio holdings
AUM
$408M
This Quarter Return
-10.73%
1 Year Return
+10.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$136M
AUM Growth
+$136M
(-58%)
Cap. Flow
-$153M
Cap. Flow
% of AUM
-112.98%
Top 10 Holdings %
Top 10 Hldgs %
58.4%
Holding
120
New
1
Increased
1
Reduced
66
Closed
52
Top Buys
| 1 |
SPDR Gold MiniShares Trust
GLDM
|
$674K |
| 2 |
Amazon
AMZN
|
$230K |
Top Sells
Sector Composition
| 1 | Technology | 2.16% |
| 2 | Consumer Staples | 1.75% |
| 3 | Healthcare | 0.98% |
| 4 | Consumer Discretionary | 0.88% |
| 5 | Utilities | 0.66% |
