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FF

Friedenthal Financial Portfolio holdings

AUM $199M
1-Year Est. Return 17.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$153M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$3.99M
3
+$3.95M
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$3.92M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.71M

Top Sells

1
+$4.06M
2
+$4.05M
3
+$4.04M
4
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$3.99M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.74M

Sector Composition

1 Financials 5.92%
2 Technology 4.72%
3 Consumer Discretionary 4.63%
4 Healthcare 3.07%
5 Real Estate 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$601 ﹤0.01%
+16
227
$256 ﹤0.01%
+42
228
$84 ﹤0.01%
+2
229
– –
-12,122
230
– –
-15,553
231
– –
-25,287
232
– –
-1,433
233
– –
-47,884
234
– –
-16,884
235
– –
-17,556
236
– –
-11,639
237
– –
-13,884
238
– –
-2,751
239
– –
-19,386
240
– –
-33,023
241
– –
-12,670
242
– –
-20,781
243
– –
-8,923
244
– –
-3,519
245
– –
-36,185
246
– –
-35,759
247
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-88,252
248
– –
-11,716
249
– –
-31,308
250
– –
-42,746
7 8 9
10
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