FF
Friedenthal Financial Portfolio holdings
AUM $182M
1-Year Return
29.79%
This Quarter Return
+0.36%
1 Year Return
+29.79%
3 Year Return
+123.54%
5 Year Return
+171.71%
10 Year Return
+254.9%
AUM
$167M
AUM Growth
-$3.69M
(-2.2%)
Cap. Flow
-$1.92M
Cap. Flow
% of AUM
-1.15%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
313
New
56
Increased
69
Reduced
54
Closed
101
Top Buys
| 1 |
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
|
+$4.75M |
| 2 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$4.45M |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
+$4.42M |
| 4 |
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
|
+$4.39M |
| 5 |
Kyndryl
KD
|
+$1.03M |
Top Sells
| 1 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
+$4.5M |
| 2 |
iShares Convertible Bond ETF
ICVT
|
+$4.42M |
| 3 |
SPDR Blackstone Senior Loan ETF
SRLN
|
+$4.15M |
| 4 |
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
|
+$3.52M |
| 5 |
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% |
