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
76
$828K 0.49%
4,030
+692
77
$826K 0.49%
16,250
+3,384
78
$758K 0.45%
16,037
+15,912
79
$732K 0.44%
9,966
80
$612K 0.37%
11,497
-316
81
$609K 0.36%
8,398
-1,328
82
$572K 0.34%
6,983
-977
83
$567K 0.34%
5,634
+5,454
84
$546K 0.33%
25,384
-2,933
85
$512K 0.31%
11,370
-652
86
$445K 0.27%
11,595
87
$426K 0.25%
800
88
$414K 0.25%
17,008
-3,992
89
$384K 0.23%
4,095
-904
90
$325K 0.19%
28,940
-2,680
91
$322K 0.19%
1,614
+18
92
$310K 0.18%
327
+42
93
$295K 0.18%
2,538
94
$291K 0.17%
5,841
-1,514
95
$284K 0.17%
11,293
-9,085
96
$279K 0.17%
5,537
+4,130
97
$275K 0.16%
2,735
-44,690
98
$227K 0.14%
10,737
99
$224K 0.13%
11,107
-790
100
$220K 0.13%
2,029
2 3
4
5 6