FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 23.5%
This Quarter Est. Return
1 Year Est. Return
+23.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$163M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1 +$4.39M
2 +$4.37M
3 +$4.35M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.35M
5
HOOD icon
Robinhood
HOOD
+$929K

Sector Composition

1 Financials 4.94%
2 Industrials 4.82%
3 Technology 4.68%
4 Consumer Discretionary 4.31%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-155
227
-1,161
228
-24,934
229
-83,000
230
-1,068
231
-4,032
232
-334
233
-474
234
-16,598
235
-4,360
236
-4,809
237
-3,518
238
-200
239
-749
240
-57
241
-6,871
242
-4,097
243
-6,319
244
-300
245
-629
246
-311
247
-100
248
-18,970
249
-326
250
-6,806