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
$127M
AUM Growth
+$10.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
67
New
Increased
Reduced
Closed

Top Buys

1
+$12.1M
2
+$8.28M
3
+$4.36M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$4.02M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$3.98M

Top Sells

1
+$4.19M
2
+$4.11M
3
+$3.93M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$3.8M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$3.73M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-26,429
52
– –
-12,611
53
– –
-8,515
54
– –
-8,016
55
– –
-85,365
56
– –
-97,177
57
– –
-7,144
58
– –
-71,910
59
– –
-29,430
60
– –
-3,255
61
– –
-19,528
62
– –
-4,695
63
– –
-15,083
64
– –
-7,660
65
– –
-40,502
66
– –
-161,782
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3