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
$111M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.63M
3
+$1.27M
4
BND icon
Vanguard Total Bond Market
BND
+$918K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$610K

Top Sells

1
+$4.29M
2
+$4.16M
3
+$1.24M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$633K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$621K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.2M 1.08%
53,375
+3,110
27
$1.18M 1.06%
67,340
+3,040
28
$1.18M 1.06%
57,300
+3,244
29
$1.18M 1.06%
21,371
+2,478
30
$1.09M 0.98%
44,325
+1,855
31
$1.08M 0.97%
34,779
+1,524
32
$1.05M 0.95%
24,392
+144
33
$972K 0.87%
17,329
+833
34
$969K 0.87%
39,216
+1,002
35
$960K 0.86%
50,310
-669
36
$844K 0.76%
83,166
-1,434
37
$656K 0.59%
43,619
+463
38
$629K 0.57%
6,347
-147
39
$620K 0.56%
12,520
-249
40
$610K 0.55%
+14,045
41
$574K 0.52%
+16,015
42
$567K 0.51%
11,600
+117
43
$548K 0.49%
18,419
+122
44
$547K 0.49%
+3,763
45
$511K 0.46%
5,034
-5,950
46
$473K 0.43%
+10,864
47
$431K 0.39%
17,100
-1,982
48
$415K 0.37%
+7,115
49
$382K 0.34%
+14,784
50
$364K 0.33%
+2,476
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