FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.3M
3
+$4.29M
4
BND icon
Vanguard Total Bond Market
BND
+$2.16M
5
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.48M

Top Sells

1
+$4.44M
2
+$4.39M
3
+$4.14M
4
GEV icon
GE Vernova
GEV
+$1.64M
5
KD icon
Kyndryl
KD
+$1.03M

Sector Composition

1 Industrials 2.74%
2 Communication Services 2.61%
3 Technology 2.44%
4 Financials 2.37%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.59M 0.87%
31,147
-1,677
27
$1.5M 0.82%
50,174
+761
28
$1.48M 0.81%
27,611
+493
29
$1.4M 0.77%
26,306
+681
30
$1.34M 0.74%
2,171
-18
31
$1.1M 0.6%
21,825
+16,288
32
$1.02M 0.56%
+11,255
33
$1.01M 0.56%
+9,152
34
$1M 0.55%
2,674
-228
35
$1M 0.55%
26,178
+24,148
36
$1M 0.55%
+8,072
37
$996K 0.55%
+1,265
38
$978K 0.54%
+3,749
39
$976K 0.53%
+44,484
40
$972K 0.53%
+13,739
41
$969K 0.53%
+2,730
42
$967K 0.53%
+1,319
43
$965K 0.53%
+1,898
44
$965K 0.53%
9,258
+8,518
45
$962K 0.53%
+7,090
46
$961K 0.53%
+3,895
47
$959K 0.53%
+5,499
48
$958K 0.53%
4,572
+4,395
49
$957K 0.52%
+4,184
50
$947K 0.52%
+14,030
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