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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 $380,249,736
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 191,759 $26,721,353 7.02%
2.
Ishares Trust
 IEF 222,822 $20,630,948 5.42%
3.
First Tr Value Line Divid In
 450,777 $19,672,006 5.17%
4.
Spdr Series Trust
 258,870 $17,846,436 4.69%
5.
First Tr Exchange-Traded Fd
 346,436 $16,860,970 4.43%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)