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
State Street SPDR S&P Regional Banking ETF
KRE
+$5.04M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$4.87M

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
– –
-164,705
52
– –
-69,197
53
– –
-63,971
54
– –
-119,424
55
– –
-115,149
1 2
3