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
$117M
AUM Growth
-$260K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$4.63M
2
+$3.87M
3
+$3.8M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$3.75M
5
ITB icon
iShares US Home Construction ETF
ITB
+$3.71M

Top Sells

1
+$10.7M
2
+$7.72M
3
+$7.01M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$4.16M
5
IAU icon
iShares Gold Trust
IAU
+$3.63M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$358K 0.31%
3,516
-138
52
$344K 0.3%
29,430
+870
53
$341K 0.29%
3,064
+648
54
$328K 0.28%
3,255
55
$321K 0.28%
+15,083
56
$286K 0.25%
3,883
-79
57
$268K 0.23%
+4,695
58
$263K 0.23%
7,144
-91,419
59
$229K 0.2%
2,024
60
– –
-3,299
61
– –
-147,719
62
– –
-29,120
63
– –
-210,055
64
– –
-101,432
65
– –
-146,501
66
– –
-24,586
67
– –
-414,072
68
– –
-5,568
69
– –
-3,969
70
– –
-16,198
1 2
3