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
$167M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.45M
3
+$4.42M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.39M
5
KD icon
Kyndryl
KD
+$1.03M

Top Sells

1
+$4.5M
2
+$4.42M
3
+$4.15M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M

Sector Composition

1 Technology 3.72%
2 Consumer Discretionary 2.94%
3 Real Estate 2.78%
4 Consumer Staples 2.52%
5 Utilities 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$929K 0.55%
+17,040
52
$928K 0.55%
+1,526
53
$926K 0.55%
17,324
+17,118
54
$915K 0.55%
+4,565
55
$903K 0.54%
+8,996
56
$902K 0.54%
+8,677
57
$897K 0.54%
+11,616
58
$895K 0.53%
+5,859
59
$890K 0.53%
+11,954
60
$889K 0.53%
18,676
-899
61
$888K 0.53%
3,334
+3,136
62
$885K 0.53%
21,270
+778
63
$881K 0.53%
+16,336
64
$881K 0.53%
5,243
+950
65
$879K 0.53%
+29,803
66
$878K 0.52%
+7,986
67
$876K 0.52%
+91,437
68
$874K 0.52%
9,055
+1,374
69
$872K 0.52%
16,353
+15,422
70
$867K 0.52%
3,301
+3,081
71
$862K 0.52%
14,857
+1,061
72
$858K 0.51%
+6,915
73
$853K 0.51%
14,628
+1,445
74
$852K 0.51%
3,214
+785
75
$836K 0.5%
897
+48
1 2
3
4 5