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
$109M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1 +$9.33M
2 +$5.4M
3 +$5.22M
4
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$5.04M
5
JNK icon
SPDR Bloomberg High Yield Bond ETF
JNK
+$4.87M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-49,573
52
-8,672
53
-170,015
54
-100,373
55
-5,108