Instuitional Investor - James T. Borello Ria
Fund Profile
Filing Period:
| Fund Name: | James T. Borello Ria |
| Portfolio Value | $481,776,631 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Capital Group Core Equity Et | 989,778 | $44,045,130 | 9.14% | |
| 2. | KRE | 285,674 | $35,160,696 | 7.3% | |
| 3. | Capital Group Dividend Value | 684,141 | $33,420,284 | 6.94% | |
| 4. | Spdr Index Shs Fds - ST STR PO EX ETF | 599,947 | $30,123,357 | 6.25% | |
| 5. | KRE | 277,223 | $25,518,388 | 5.3% |