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
$114M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.62M
3
+$3.58M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.56M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$748K

Top Sells

1
+$4.46M
2
+$3.96M
3
+$3.71M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.68M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$284K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$367K 0.32%
34,482
+12,738
52
$353K 0.31%
5,970
+235
53
$308K 0.27%
3,255
54
$293K 0.26%
4,065
-113
55
$260K 0.23%
6,832
56
$224K 0.2%
5,568
57
$222K 0.2%
2,024
58
– –
-119,539
59
– –
-88,166
60
– –
-72,368
1 2
3