PBF

Petix & Botte Financial Portfolio holdings

AUM $408M
1-Year Est. Return 10.75%
This Quarter Est. Return
1 Year Est. Return
+10.75%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$376M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Sells

1 +$3.54M
2 +$313K
3 +$271K
4
VZ icon
Verizon
VZ
+$216K
5
T icon
AT&T
T
+$191K

Sector Composition

1 Technology 3.84%
2 Consumer Staples 2.23%
3 Healthcare 1.27%
4 Consumer Discretionary 1.14%
5 Communication Services 0.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-10,016
127
-6,450
128
-5,234