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
$131M
AUM Growth
+$3.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$4.33M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$4.17M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$4.02M

Top Sells

1
+$4.45M
2
+$4.28M
3
+$4.2M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$3.95M
5
GDX icon
VanEck Gold Miners ETF
GDX
+$3.79M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-3,282
52
– –
-12,764
53
– –
-91,880
54
– –
-3,383
55
– –
-141,828
56
– –
-34,846
57
– –
-38,400
1 2
3