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
$116M
AUM Growth
+$6.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$6.99M
2
+$6.85M
3
+$6.03M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$5.98M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$5.76M

Top Sells

1
+$14.3M
2
+$6.96M
3
+$6.88M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$6.86M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$6.32M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,706
52
– –
-1,168
53
– –
-3,329
54
– –
-7,165
55
– –
-8,871
56
– –
-147,463
57
– –
-6,073
58
– –
-75,248
59
– –
-35,499
1 2
3