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
$167M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.45M
3
+$4.42M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.39M
5
KD icon
Kyndryl
KD
+$1.03M

Top Sells

1
+$4.5M
2
+$4.42M
3
+$4.15M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M

Sector Composition

1 Technology 3.72%
2 Consumer Discretionary 2.94%
3 Real Estate 2.78%
4 Consumer Staples 2.52%
5 Utilities 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.33M 0.79%
27,118
-1,848
27
$1.28M 0.76%
25,625
-610
28
$1.27M 0.76%
16,069
+1,895
29
$1.22M 0.73%
2,189
-261
30
$1.1M 0.66%
4,942
+294
31
$1.04M 0.62%
3,413
+3,100
32
$1.03M 0.62%
+32,873
33
$1M 0.6%
+8,226
34
$1M 0.6%
37,196
-9,085
35
$985K 0.59%
+9,009
36
$985K 0.59%
+36,853
37
$980K 0.59%
+11,910
38
$978K 0.58%
+4,201
39
$975K 0.58%
+13,221
40
$969K 0.58%
4,386
+4,146
41
$968K 0.58%
+19,217
42
$963K 0.58%
+21,919
43
$963K 0.58%
20,275
+517
44
$963K 0.58%
+3,264
45
$958K 0.57%
+10,888
46
$957K 0.57%
13,594
+1,321
47
$951K 0.57%
11,129
+10,451
48
$949K 0.57%
+2,902
49
$937K 0.56%
23,702
+23,047
50
$935K 0.56%
+42,541
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