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
$109M
AUM Growth
-$1.42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$314K
2
+$283K

Top Sells

1
+$328K
2
+$260K
3
+$257K
4
XLP icon
Consumers Staples Select Sector SPDR Fund
XLP
+$134K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$130K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$505K 0.46%
9,543
27
$501K 0.46%
7,724
28
$446K 0.41%
54,546
29
$446K 0.41%
15,620
30
$437K 0.4%
6,073
31
$423K 0.39%
3,706
32
$410K 0.38%
15,444
33
$375K 0.34%
18,902
34
$303K 0.28%
8,871
35
$303K 0.28%
5,161
36
$265K 0.24%
3,329
37
$264K 0.24%
4,733
38
$238K 0.22%
1,168
39
$234K 0.21%
7,165
40
$219K 0.2%
8,012
41
$206K 0.19%
9,175
1
2