FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$105M
AUM Growth
-$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$6.9M
2
+$5.75M
3
+$4.63M
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$4.48M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.41M

Top Sells

1
+$8.39M
2
+$4.46M
3
+$4.39M
4
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$4.33M
5
BLV icon
Vanguard Long-Term Bond ETF
BLV
+$4.32M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-68,438
52
– –
-29,231
53
– –
-16,203
54
– –
-43,901
55
– –
-46,110
56
– –
-8,425
57
– –
-16,185
1 2
3