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
$167M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.45M
3
+$4.42M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.39M
5
KD icon
Kyndryl
KD
+$1.03M

Top Sells

1
+$4.5M
2
+$4.42M
3
+$4.15M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M

Sector Composition

1 Technology 3.72%
2 Consumer Discretionary 2.94%
3 Real Estate 2.78%
4 Consumer Staples 2.52%
5 Utilities 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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302
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304
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308
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312
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313
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-8,750
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