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
101
$205K 0.12%
1,078
-202
102
$192K 0.11%
8,264
-718
103
$188K 0.11%
9,070
-896
104
$185K 0.11%
10,221
-1,028
105
$182K 0.11%
3,509
+2,268
106
$179K 0.11%
4,092
+95
107
$151K 0.09%
6,997
-66,775
108
$142K 0.09%
1,438
+135
109
$126K 0.08%
+2,747
110
$119K 0.07%
212
-1,058
111
$119K 0.07%
574
-245
112
$116K 0.07%
+4,087
113
$116K 0.07%
1,238
+1,237
114
$114K 0.07%
+2,200
115
$114K 0.07%
+1,802
116
$112K 0.07%
+2,061
117
$112K 0.07%
+3,202
118
$95.8K 0.06%
3,824
119
$88.9K 0.05%
687
120
$85.6K 0.05%
502
+469
121
$81.2K 0.05%
1,331
+452
122
$80.6K 0.05%
+740
123
$80.6K 0.05%
+732
124
$80.3K 0.05%
+2,003
125
$77.7K 0.05%
926
+191
3 4
5
6 7