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
$142M
AUM Growth
-$1.73M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
150
New
Increased
Reduced
Closed

Top Buys

1
+$3.71M
2
+$3.7M
3
+$2.13M
4
BNDX icon
Vanguard Total International Bond ETF
BNDX
+$1.36M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.34M

Top Sells

1
+$4.3M
2
+$4.19M
3
+$4.03M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.26M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.53M

Sector Composition

1 Technology 5.3%
2 Consumer Discretionary 4.65%
3 Industrials 3.46%
4 Communication Services 3.13%
5 Materials 1.92%
Name Market Value Portfolio Weight Shares or Principal Change
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