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
$134M
AUM Growth
+$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
59
New
Increased
Reduced
Closed

Top Buys

1
+$5.74M
2
+$5.48M
3
+$5.41M
4
TIP icon
iShares TIPS Bond ETF
TIP
+$5.19M
5
IGIB icon
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
+$5M

Top Sells

1
+$4.98M
2
+$4.84M
3
+$4.83M
4
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$4.8M
5
SRLN icon
State Street Blackstone Senior Loan ETF
SRLN
+$4.69M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-25,649
52
– –
-89,903
53
– –
-1,510
54
– –
-38,376
55
– –
-77,110
56
– –
-47,676
57
– –
-1,882
1 2
3