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
$114M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.62M
3
+$3.58M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.56M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$748K

Top Sells

1
+$4.46M
2
+$3.96M
3
+$3.71M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.68M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$284K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 1.13%
53,005
-370
27
$1.26M 1.11%
21,632
+261
28
$1.24M 1.09%
68,930
+1,590
29
$1.23M 1.08%
25,629
+364
30
$1.23M 1.08%
58,910
+1,610
31
$1.22M 1.07%
45,530
+1,205
32
$1.19M 1.05%
35,631
+852
33
$1.09M 0.96%
25,366
+974
34
$1.06M 0.93%
19,572
+2,243
35
$999K 0.88%
40,966
+1,750
36
$989K 0.87%
52,174
+1,864
37
$884K 0.78%
82,164
-1,002
38
$748K 0.66%
+43,912
39
$678K 0.6%
45,617
+1,998
40
$651K 0.57%
6,222
-125
41
$641K 0.56%
12,331
-189
42
$628K 0.55%
17,136
+1,121
43
$586K 0.52%
3,763
44
$581K 0.51%
11,873
+273
45
$563K 0.5%
19,047
+628
46
$516K 0.45%
5,131
+97
47
$499K 0.44%
10,864
48
$470K 0.41%
18,788
+1,688
49
$425K 0.37%
7,187
+72
50
$383K 0.34%
2,476
1
2
3