PBF
Petix & Botte Financial Portfolio holdings
AUM
$408M
This Quarter Return
+3.45%
1 Year Return
+10.75%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$322M
AUM Growth
+$322M
(+117%)
Cap. Flow
+$169M
Cap. Flow
% of AUM
52.57%
Top 10 Holdings %
Top 10 Hldgs %
56.25%
Holding
117
New
41
Increased
76
Reduced
–
Closed
–
Top Buys
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 3.34% |
| 2 | Consumer Staples | 2.3% |
| 3 | Healthcare | 1.18% |
| 4 | Consumer Discretionary | 1.1% |
| 5 | Communication Services | 0.76% |
