FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$116M
AUM Growth
-$1.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$4.23M
2
+$3.64M
3
+$3.61M
4
XOP icon
State Street SPDR S&P Oil & Gas Exploration & Production ETF
XOP
+$3.57M
5
ITA icon
iShares US Aerospace & Defense ETF
ITA
+$3.56M

Top Sells

1
+$4.02M
2
+$3.7M
3
+$3.67M
4
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$3.67M
5
EWY icon
iShares MSCI South Korea ETF
EWY
+$3.67M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-54,077
77
– –
-20,349
1 2 3
4