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
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.65M
3
+$3.64M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$3.41M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$731K

Top Sells

1
+$3.58M
2
+$3.58M
3
+$3.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.29M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$748K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 1.13%
30,399
+1,219
27
$1.29M 1.1%
23,664
+2,032
28
$1.27M 1.08%
70,590
+1,660
29
$1.26M 1.07%
49,890
+4,360
30
$1.24M 1.06%
37,911
+2,280
31
$1.24M 1.06%
64,934
+6,024
32
$1.14M 0.97%
27,664
+2,298
33
$1.04M 0.89%
42,854
+1,888
34
$981K 0.83%
20,941
+1,369
35
$852K 0.72%
80,148
-2,016
36
$847K 0.72%
19,132
-74,269
37
$839K 0.71%
10,500
-9,335
38
$761K 0.65%
52,104
+6,487
39
$721K 0.61%
+24,442
40
$684K 0.58%
14,564
+3,700
41
$639K 0.54%
5,991
-231
42
$625K 0.53%
11,911
-420
43
$623K 0.53%
12,973
+1,100
44
$609K 0.52%
16,689
-447
45
$604K 0.51%
21,416
+2,369
46
$578K 0.49%
+16,294
47
$570K 0.48%
+11,200
48
$557K 0.47%
20,208
-127,292
49
$517K 0.44%
27,931
-24,243
50
$511K 0.43%
3,316
+840
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