PBF
Petix & Botte Financial Portfolio holdings
AUM
$408M
1-Year Est. Return
10.75%
1 Year Est. Return
+10.75%
AUM
$380M
AUM Growth
-$532K
(-0.14%)
Holding
127
Top Buys
| 1 | +$6.82M | |
| 2 | +$4.19M | |
| 3 | +$3.24M | |
| 4 |
Janus Henderson AAA CLO ETF
JAAA
|
+$2.19M |
| 5 |
iShares Core MSCI EAFE ETF
IEFA
|
+$2.05M |
Top Sells
| 1 | +$2.96M | |
| 2 | +$2.52M | |
| 3 | +$2.27M | |
| 4 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$1.87M |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$1.84M |
Sector Composition
| 1 | Technology | 3.37% |
| 2 | Consumer Staples | 2.29% |
| 3 | Healthcare | 1.27% |
| 4 | Communication Services | 1.03% |
| 5 | Consumer Discretionary | 0.98% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Invesco BuyBack Achievers ETF
PKW
$1.48B
| – | – |
-4,296
|
|
||
127
Tesla
TSLA
$1.34T
| – | – |
-1,210
|
|