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
$117M
AUM Growth
-$260K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.87M
3
+$3.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.75M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.71M

Top Sells

1
+$10.7M
2
+$7.72M
3
+$7.01M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$4.16M
5
IAU icon
iShares Gold Trust
IAU
+$3.63M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.81M 1.55%
51,756
+6,417
27
$1.77M 1.52%
62,782
+5,522
28
$1.72M 1.48%
35,510
+5,955
29
$1.48M 1.27%
5,042
+2,032
30
$1.21M 1.03%
+22,776
31
$1.2M 1.03%
20,908
-51,816
32
$1.02M 0.87%
44,953
+2,064
33
$845K 0.73%
71,910
+46,836
34
$769K 0.66%
26,469
+2,186
35
$704K 0.6%
28,514
+2,843
36
$676K 0.58%
8,139
+74
37
$660K 0.57%
34,848
+3,419
38
$564K 0.48%
22,312
+3,028
39
$534K 0.46%
6,845
+648
40
$532K 0.46%
19,528
-827
41
$501K 0.43%
3,337
+775
42
$464K 0.4%
3,891
+632
43
$442K 0.38%
7,608
+945
44
$434K 0.37%
8,515
+1,460
45
$377K 0.32%
7,660
-18,080
46
$375K 0.32%
+3,480
47
$372K 0.32%
+12,611
48
$370K 0.32%
8,016
-774
49
$369K 0.32%
+17,350
50
$365K 0.31%
7,262
-279
1
2
3