FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.3M
3
+$4.29M
4
BND icon
Vanguard Total Bond Market
BND
+$2.16M
5
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.48M

Top Sells

1
+$4.44M
2
+$4.39M
3
+$4.14M
4
GEV icon
GE Vernova
GEV
+$1.64M
5
KD icon
Kyndryl
KD
+$1.03M

Sector Composition

1 Industrials 2.74%
2 Communication Services 2.61%
3 Technology 2.44%
4 Financials 2.37%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$2.99K ﹤0.01%
+10
227
$2.85K ﹤0.01%
5
228
$2.8K ﹤0.01%
33
229
$2.79K ﹤0.01%
22
+10
230
$2.73K ﹤0.01%
+12
231
$2.63K ﹤0.01%
+33
232
$2.61K ﹤0.01%
+11
233
$2.49K ﹤0.01%
+15
234
$2.35K ﹤0.01%
33
235
$1.94K ﹤0.01%
7
236
$1.8K ﹤0.01%
169
237
$1.48K ﹤0.01%
+6
238
$1.26K ﹤0.01%
+26
239
$1.25K ﹤0.01%
28
240
$1.08K ﹤0.01%
+20
241
$1.07K ﹤0.01%
+25
242
$930 ﹤0.01%
+200
243
$885 ﹤0.01%
+4
244
$861 ﹤0.01%
+25
245
$858 ﹤0.01%
+30
246
$661 ﹤0.01%
+5
247
$565 ﹤0.01%
2
+1
248
$483 ﹤0.01%
+60
249
$446 ﹤0.01%
+6
250
$363 ﹤0.01%
+100
8 9
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