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
$111M
AUM Growth
+$3.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$3.68M
2
+$3.63M
3
+$1.27M
4
BND icon
Vanguard Total Bond Market
BND
+$918K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$610K

Top Sells

1
+$4.29M
2
+$4.16M
3
+$1.24M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$633K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$621K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$354K 0.32%
5,735
+204
52
$297K 0.27%
3,255
53
$288K 0.26%
4,178
-105
54
$265K 0.24%
6,832
-233
55
$224K 0.2%
5,568
56
$222K 0.2%
2,024
57
$218K 0.2%
+21,744
58
– –
-133,344
59
– –
-15,938
1 2
3