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
$161M
AUM Growth
-$7.85M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
84
New
Increased
Reduced
Closed

Top Buys

1
+$5.69M
2
+$5.47M
3
+$5.16M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$5M
5
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$5M

Top Sells

1
+$8.4M
2
+$7.17M
3
+$6.78M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$6.19M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$6.03M

Sector Composition

1 Communication Services 0.34%
2 Consumer Discretionary 0.21%
3 Technology 0.19%
4 Consumer Staples 0.16%
5 Financials 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,547
77
– –
-11,952
78
– –
-128,431
79
– –
-166,131
80
– –
-5,632
1 2 3
4