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
$163M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$4.35M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.35M
5
HOOD icon
Robinhood
HOOD
+$929K

Top Sells

1
+$4.1M
2
+$4.07M
3
+$4.04M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

1 Financials 4.94%
2 Industrials 4.82%
3 Technology 4.68%
4 Consumer Discretionary 4.31%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.35M 0.83%
26,492
-1,054
27
$1.35M 0.83%
51,628
+134
28
$1.27M 0.78%
30,242
+535
29
$1.07M 0.66%
13,813
+260
30
$1.06M 0.65%
11,700
+7,870
31
$998K 0.61%
1,363
+1,080
32
$984K 0.61%
4,374
-838
33
$929K 0.57%
+46,147
34
$897K 0.55%
18,917
+323
35
$892K 0.55%
+12,801
36
$889K 0.55%
+10,884
37
$887K 0.55%
+15,498
38
$866K 0.53%
18,396
+479
39
$858K 0.53%
38,011
-8,080
40
$858K 0.53%
+1,190
41
$856K 0.53%
4,106
+3,815
42
$854K 0.53%
+12,331
43
$851K 0.52%
+8,966
44
$847K 0.52%
+3,681
45
$839K 0.52%
+4,537
46
$832K 0.51%
+3,653
47
$828K 0.51%
+2,074
48
$824K 0.51%
+47,830
49
$824K 0.51%
1,059
+984
50
$823K 0.51%
+43,650
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