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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
$171M
AUM Growth
+$294K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$4.47M
2
+$4.46M
3
+$4.43M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.41M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.53M

Top Sells

1
+$4.4M
2
+$4.31M
3
+$4.27M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.05M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.79M

Sector Composition

1 Technology 7.11%
2 Consumer Discretionary 4.46%
3 Financials 4.11%
4 Industrials 3.13%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$352 ﹤0.01%
+13
252
$348 ﹤0.01%
+10
253
$328 ﹤0.01%
+100
254
$302 ﹤0.01%
10
-1,393
255
$86 ﹤0.01%
2
256
$30 ﹤0.01%
+5
257
$7 ﹤0.01%
+1
258
– –
-300
259
– –
-27,920
260
– –
-11,770
261
– –
-28,674
262
– –
-414
263
– –
-2
264
– –
-13,322
265
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-1,285
266
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-3,152
267
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-87
268
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-10,207
269
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-488
270
– –
-6,942
271
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-2,698
272
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-184
273
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-3,456
274
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-2,179
275
– –
-1,336
9 10
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12 13