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
$136M
AUM Growth
+$1.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
63
New
Increased
Reduced
Closed

Top Buys

1
+$6.53M
2
+$6.09M
3
+$5.96M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$5.95M
5
IGV icon
iShares Expanded Tech-Software Sector ETF
IGV
+$5.77M

Top Sells

1
+$6.31M
2
+$6.14M
3
+$5.99M
4
SLV icon
iShares Silver Trust
SLV
+$5.76M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$5.64M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-105,743
52
– –
-71,177
53
– –
-15,107
54
– –
-232,639
55
– –
-51,518
56
– –
-1,841
57
– –
-47,328
58
– –
-76,118
59
– –
-35,102
60
– –
-11,754
61
– –
-54,424
1 2
3