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
$118M
AUM Growth
+$360K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$7.85M
2
+$6.94M
3
+$6.74M
4
DXJ icon
WisdomTree Japan Hedged Equity Fund
DXJ
+$6.71M
5
RSPH icon
Invesco S&P 500 Equal Weight Health Care ETF
RSPH
+$872K

Top Sells

1
+$8.05M
2
+$7.2M
3
+$6.96M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$6.66M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.23M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$846K 0.72%
31,144
+2,600
27
$842K 0.71%
10,159
+972
28
$640K 0.54%
5,157
29
$519K 0.44%
+10,710
30
$515K 0.44%
+24,146
31
$479K 0.41%
5,687
-85,480
32
$423K 0.36%
10,344
33
$398K 0.34%
13,834
+998
34
$364K 0.31%
24,052
+1,746
35
$351K 0.3%
2,982
+253
36
$334K 0.28%
13,722
+1,586
37
$327K 0.28%
+8,871
38
$323K 0.27%
5,027
+128
39
$314K 0.27%
2,805
-71,932
40
$311K 0.26%
6,396
+1,014
41
$304K 0.26%
2,678
42
$273K 0.23%
11,330
+983
43
– –
-320,576
44
– –
-35,061
1
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