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
$131M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$4.33M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.17M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.02M

Top Sells

1
+$4.45M
2
+$4.28M
3
+$4.2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.95M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.79M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.91M 1.46%
35,962
+618
27
$1.87M 1.42%
39,031
+67
28
$1.81M 1.38%
63,918
+1,448
29
$1.51M 1.15%
31,844
+3,289
30
$1.43M 1.09%
4,438
-582
31
$1.03M 0.78%
68,438
-279,749
32
$942K 0.72%
16,641
-3,105
33
$931K 0.71%
18,412
-71
34
$855K 0.65%
7,613
-805
35
$854K 0.65%
10,183
+1,243
36
$749K 0.57%
25,336
+1,861
37
$714K 0.54%
+16,203
38
$680K 0.52%
27,568
-1,943
39
$674K 0.51%
34,989
+2,860
40
$572K 0.44%
22,646
+766
41
$452K 0.34%
+8,425
42
$356K 0.27%
9,155
-262
43
$347K 0.26%
16,185
-490
44
$338K 0.26%
3,688
-87
45
$309K 0.24%
6,146
+245
46
$302K 0.23%
4,795
-36
47
$299K 0.23%
+1,677
48
$296K 0.23%
3,735
-101
49
$293K 0.22%
2,886
+66
50
– –
-3,286
1
2
3