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
$171M
AUM Growth
+$294K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.42M
3
+$4.42M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.41M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.52M

Top Sells

1
+$4.4M
2
+$4.25M
3
+$4.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.03M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.79M

Sector Composition

1 Technology 7.54%
2 Consumer Discretionary 4.46%
3 Financials 3.68%
4 Industrials 3.13%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$784K 0.46%
10,362
-12,117
52
$780K 0.46%
+21,412
53
$778K 0.45%
+5,644
54
$778K 0.45%
+43,148
55
$776K 0.45%
+3,785
56
$775K 0.45%
+17,552
57
$774K 0.45%
+73,203
58
$773K 0.45%
+9,213
59
$773K 0.45%
+11,499
60
$772K 0.45%
+9,845
61
$772K 0.45%
+11,920
62
$771K 0.45%
+38,697
63
$770K 0.45%
+3,338
64
$769K 0.45%
+4,586
65
$767K 0.45%
+20,984
66
$766K 0.45%
+6,746
67
$765K 0.45%
+13,936
68
$765K 0.45%
+7,430
69
$764K 0.45%
+7,681
70
$764K 0.45%
+20,492
71
$763K 0.45%
+13,183
72
$762K 0.45%
+76,546
73
$762K 0.45%
+37,599
74
$760K 0.44%
+4,599
75
$758K 0.44%
+27,103
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