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
$169M
AUM Growth
+$7.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
82
New
Increased
Reduced
Closed

Top Buys

1
+$19.5M
2
+$7.31M
3
+$6.62M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$6.46M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$6.29M

Top Sells

1
+$6.67M
2
+$5.69M
3
+$5.64M
4
INDA icon
iShares MSCI India ETF
INDA
+$5.16M
5
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$5.06M

Sector Composition

1 Communication Services 0.31%
2 Financials 0.17%
3 Consumer Staples 0.16%
4 Consumer Discretionary 0.15%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 1.04%
16,034
+360
27
$1.48M 0.88%
19,548
+16,171
28
$1.36M 0.81%
40,240
+2,290
29
$1.31M 0.78%
45,380
-11,820
30
$1.29M 0.76%
8,130
-2,770
31
$1.19M 0.7%
14,967
+383
32
$1.18M 0.7%
31,160
-315
33
$1.13M 0.67%
23,875
+3,105
34
$1.06M 0.63%
23,421
+2,709
35
$949K 0.56%
18,524
-55,897
36
$911K 0.54%
17,379
+5,469
37
$906K 0.54%
37,073
+389
38
$764K 0.45%
11,337
-3,641
39
$727K 0.43%
29,220
-4,256
40
$708K 0.42%
11,117
+1,561
41
$666K 0.39%
16,533
+24
42
$662K 0.39%
8,329
-494
43
$596K 0.35%
12,457
+1,560
44
$559K 0.33%
5,184
-3,671
45
$527K 0.31%
3,780
46
$441K 0.26%
32,478
-151
47
$348K 0.21%
6,889
-3,021
48
$321K 0.19%
+6,552
49
$312K 0.18%
3,129
+95
50
$299K 0.18%
3,654
+1,220
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