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Home > Institutional Investor > Petix & Botte Co > Profile

Instuitional Investor - Petix & Botte Co

Fund Profile
Filing Period:
Fund Name: Petix & Botte Co
Portfolio Value $339,729,222
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 269,764 $28,082,182 8.26%
2.
Ishares Trust
 IEF 310,356 $26,172,516 7.7%
3.
First Tr Value Line Divid In
 568,526 $23,059,298 6.78%
4.
First Tr Exchange-Traded Fd
 462,110 $22,329,002 6.57%
5.
Vanguard Bond Index Funds
 BND 247,703 $18,218,640 5.36%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)