FF

Friedenthal Financial Portfolio holdings

AUM $199M
1-Year Est. Return 17.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.62%
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
+$9.28M
2
+$5.36M
3
+$5.12M
4
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.85M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.71M

Top Sells

1
+$11.8M
2
+$6.83M
3
+$6.2M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$6.13M
5
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$6.11M

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
1 2
3