FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.3M
3
+$4.29M
4
BND icon
Vanguard Total Bond Market
BND
+$2.16M
5
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.48M

Top Sells

1
+$4.44M
2
+$4.39M
3
+$4.14M
4
GEV icon
GE Vernova
GEV
+$1.64M
5
KD icon
Kyndryl
KD
+$1.03M

Sector Composition

1 Industrials 2.74%
2 Communication Services 2.61%
3 Technology 2.44%
4 Financials 2.37%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$942K 0.52%
11,339
+210
52
$939K 0.51%
35,191
-2,005
53
$935K 0.51%
+2,312
54
$922K 0.51%
+48,658
55
$917K 0.5%
+13,288
56
$913K 0.5%
16,020
-230
57
$907K 0.5%
+10,509
58
$907K 0.5%
+31,332
59
$905K 0.5%
+5,985
60
$905K 0.5%
+11,200
61
$903K 0.49%
+17,999
62
$902K 0.49%
+18,123
63
$897K 0.49%
+16,032
64
$892K 0.49%
+24,278
65
$891K 0.49%
+23,420
66
$891K 0.49%
2,544
-670
67
$889K 0.49%
+6,715
68
$889K 0.49%
+9,865
69
$886K 0.49%
+3,215
70
$882K 0.48%
+4,959
71
$879K 0.48%
18,386
-290
72
$879K 0.48%
+6,344
73
$878K 0.48%
40,826
-1,715
74
$871K 0.48%
+63,962
75
$869K 0.48%
11,894
+278
1 2
3
4 5