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
$118M
AUM Growth
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.65M
3
+$3.64M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$3.41M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$731K

Top Sells

1
+$3.58M
2
+$3.58M
3
+$3.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.29M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$748K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$505K 0.43%
+8,216
52
$502K 0.43%
+20,349
53
$495K 0.42%
4,968
-163
54
$478K 0.41%
19,188
+400
55
$340K 0.29%
+4,410
56
$321K 0.27%
30,570
-3,912
57
$297K 0.25%
3,255
58
$296K 0.25%
5,820
-150
59
$285K 0.24%
3,977
-88
60
$257K 0.22%
6,832
61
$234K 0.2%
+1,940
62
$224K 0.19%
5,568
63
$222K 0.19%
2,024
64
– –
-7,187
65
– –
-43,912
66
– –
-3,763
67
– –
-87,974
68
– –
-108,344
1 2
3