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
$123M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$8.22M
3
+$7.73M
4
IYT icon
iShares US Transportation ETF
IYT
+$7.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$7.64M

Top Sells

1
+$12.2M
2
+$9.07M
3
+$8.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.25M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$7.65M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$660K 0.53%
+14,919
27
$614K 0.5%
5,042
-162
28
$553K 0.45%
21,328
+968
29
$446K 0.36%
10,344
-9,379
30
$362K 0.29%
21,938
+640
31
$339K 0.27%
2,845
+2
32
$323K 0.26%
+2,805
33
$319K 0.26%
4,267
-20,710
34
$319K 0.26%
12,268
+536
35
$316K 0.26%
4,626
+80
36
$304K 0.25%
2,631
+50
37
$260K 0.21%
9,776
+34
38
$234K 0.19%
4,803
-98,795
39
$220K 0.18%
12,462
+36
40
– –
-25,704
41
– –
-125,877
42
– –
-153,112
43
– –
-244,094
44
– –
-271,876
1
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