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
$163M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$4.35M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.35M
5
HOOD icon
Robinhood
HOOD
+$929K

Top Sells

1
+$4.1M
2
+$4.07M
3
+$4.04M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

1 Financials 4.94%
2 Industrials 4.82%
3 Technology 4.68%
4 Consumer Discretionary 4.31%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$751K 0.46%
+11,119
77
$749K 0.46%
2,337
-465
78
$746K 0.46%
+1,536
79
$739K 0.45%
+24,226
80
$730K 0.45%
+4,042
81
$729K 0.45%
+12,029
82
$720K 0.44%
8,663
-578
83
$714K 0.44%
+14,442
84
$705K 0.43%
10,976
-1,347
85
$665K 0.41%
13,260
+11,759
86
$629K 0.39%
30,973
-2,725
87
$601K 0.37%
12,462
-692
88
$555K 0.34%
5,513
-11,488
89
$554K 0.34%
5,995
+177
90
$533K 0.33%
11,462
-49
91
$500K 0.31%
20,730
-796
92
$484K 0.3%
+7,961
93
$476K 0.29%
11,822
94
$441K 0.27%
37,161
-1,642
95
$336K 0.21%
800
96
$334K 0.21%
13,256
+7,015
97
$323K 0.2%
15,781
-924
98
$299K 0.18%
2,718
-51
99
$276K 0.17%
13,058
-288
100
$245K 0.15%
2,426
+269
2 3
4
5 6