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
$163M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$4.35M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.35M
5
HOOD icon
Robinhood
HOOD
+$929K

Top Sells

1
+$4.1M
2
+$4.07M
3
+$4.04M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

1 Financials 4.94%
2 Industrials 4.82%
3 Technology 4.68%
4 Consumer Discretionary 4.31%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$821K 0.5%
50,411
-6,740
52
$818K 0.5%
+7,778
53
$813K 0.5%
+8,370
54
$809K 0.5%
6,454
-2,057
55
$797K 0.49%
10,357
-1,323
56
$795K 0.49%
+37,508
57
$795K 0.49%
+5,771
58
$794K 0.49%
+28,574
59
$792K 0.49%
15,779
-3,901
60
$789K 0.49%
+11,535
61
$784K 0.48%
+36,002
62
$782K 0.48%
+9,915
63
$775K 0.48%
+7,710
64
$774K 0.48%
+27,704
65
$774K 0.48%
+5,008
66
$773K 0.48%
+11,281
67
$772K 0.48%
3,671
+2,751
68
$765K 0.47%
+12,226
69
$763K 0.47%
+16,076
70
$760K 0.47%
+12,086
71
$760K 0.47%
+1,251
72
$759K 0.47%
16,178
-2,373
73
$758K 0.47%
+25,968
74
$756K 0.47%
+13,391
75
$755K 0.46%
+63,249
1 2
3
4 5