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
$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
ACN icon
226
Accenture
ACN
$155B
$2.99K ﹤0.01%
+10
VOO icon
227
Vanguard S&P 500 ETF
VOO
$761B
$2.85K ﹤0.01%
5
GBTC icon
228
Grayscale Bitcoin Trust
GBTC
$43.4B
$2.8K ﹤0.01%
33
XOP icon
229
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
$1.77B
$2.79K ﹤0.01%
22
+10
FDX icon
230
FedEx
FDX
$57.5B
$2.73K ﹤0.01%
+12
WFC icon
231
Wells Fargo
WFC
$264B
$2.63K ﹤0.01%
+33
LULU icon
232
lululemon athletica
LULU
$21B
$2.61K ﹤0.01%
+11
HSY icon
233
Hershey
HSY
$37.4B
$2.49K ﹤0.01%
+15
NKE icon
234
Nike
NKE
$102B
$2.35K ﹤0.01%
33
VBK icon
235
Vanguard Small-Cap Growth ETF
VBK
$20.4B
$1.94K ﹤0.01%
7
FLG
236
Flagstar Bank, National Association
FLG
$4.8B
$1.8K ﹤0.01%
169
DASH icon
237
DoorDash
DASH
$108B
$1.48K ﹤0.01%
+6
DAL icon
238
Delta Air Lines
DAL
$39.8B
$1.26K ﹤0.01%
+26
YUMC icon
239
Yum China
YUMC
$16.4B
$1.25K ﹤0.01%
28
BHF icon
240
Brighthouse Financial
BHF
$2.65B
$1.08K ﹤0.01%
+20
DKNG icon
241
DraftKings
DKNG
$17.1B
$1.07K ﹤0.01%
+25
COTY icon
242
Coty
COTY
$3.65B
$930 ﹤0.01%
+200
AMT icon
243
American Tower
AMT
$90.1B
$885 ﹤0.01%
+4
MGM icon
244
MGM Resorts International
MGM
$8.95B
$861 ﹤0.01%
+25
DBX icon
245
Dropbox
DBX
$8B
$858 ﹤0.01%
+30
PEP icon
246
PepsiCo
PEP
$211B
$661 ﹤0.01%
+5
VONE icon
247
Vanguard Russell 1000 ETF
VONE
$6.9B
$565 ﹤0.01%
2
+1
MODG icon
248
Topgolf Callaway Brands
MODG
$1.82B
$483 ﹤0.01%
+60
PYPL icon
249
PayPal
PYPL
$65.7B
$446 ﹤0.01%
+6
MVST icon
250
Microvast
MVST
$1.71B
$363 ﹤0.01%
+100