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
$152M
AUM Growth
-$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
75
New
Increased
Reduced
Closed

Top Buys

1
+$10.5M
2
+$5.41M
3
+$5.41M
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$5.26M
5
TAN icon
Invesco Solar ETF
TAN
+$5.22M

Top Sells

1
+$7.31M
2
+$6.62M
3
+$6.46M
4
GDX icon
VanEck Gold Miners ETF
GDX
+$6.29M
5
AMLP icon
Alerian MLP ETF
AMLP
+$6.24M

Sector Composition

1 Consumer Discretionary 0.27%
2 Communication Services 0.21%
3 Financials 0.15%
4 Consumer Staples 0.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.7M 1.12%
60,860
-118,846
27
$1.58M 1.04%
+19,746
28
$1.47M 0.97%
33,964
-9,435
29
$1.45M 0.95%
15,317
-717
30
$1.36M 0.9%
18,879
-669
31
$1.33M 0.87%
40,045
-195
32
$1.27M 0.83%
45,057
+7,984
33
$1.27M 0.83%
+17,203
34
$1.2M 0.79%
+28,894
35
$1.13M 0.74%
47,880
+2,500
36
$1.03M 0.68%
32,170
+1,010
37
$1.01M 0.66%
15,147
+180
38
$998K 0.66%
21,115
-2,760
39
$935K 0.61%
26,196
+2,775
40
$870K 0.57%
+11,404
41
$664K 0.44%
6,814
-20,069
42
$631K 0.41%
12,592
-5,932
43
$625K 0.41%
25,408
-56,788
44
$610K 0.4%
+4,071
45
$607K 0.4%
28,765
-455
46
$588K 0.39%
12,819
+362
47
$585K 0.38%
10,994
-123
48
$543K 0.36%
14,734
-1,799
49
$529K 0.35%
8,605
-2,732
50
$404K 0.27%
+1,800
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