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
$171M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Buys

1
+$4.41M
2
+$4.4M
3
+$4.38M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$4.36M
5
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.98M

Top Sells

1
+$4.33M
2
+$4.33M
3
+$4.32M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.29M
5
SNX icon
TD Synnex
SNX
+$967K

Sector Composition

1 Financials 4.91%
2 Real Estate 4.76%
3 Healthcare 3.82%
4 Technology 3.4%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
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