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
101
$243K 0.15%
4,792
+530
102
$243K 0.15%
2,197
+246
103
$242K 0.15%
4,818
+535
104
$221K 0.14%
2,409
-4,849
105
$215K 0.13%
10,183
+6
106
$198K 0.12%
+8,540
107
$194K 0.12%
10,716
-664
108
$186K 0.11%
1,031
+271
109
$177K 0.11%
+1,199
110
$156K 0.1%
1,596
111
$149K 0.09%
7,317
-612
112
$138K 0.09%
1,287
+370
113
$138K 0.09%
1,321
+384
114
$137K 0.08%
1,231
+83
115
$135K 0.08%
+6,426
116
$133K 0.08%
593
-113
117
$131K 0.08%
+2,241
118
$127K 0.08%
2,261
-87
119
$125K 0.08%
601
-14
120
$124K 0.08%
1,305
+17
121
$108K 0.07%
206
+11
122
$99.1K 0.06%
578
123
$96.3K 0.06%
4,156
124
$92.9K 0.06%
973
+34
125
$78.7K 0.05%
+1,945
3 4
5
6 7