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FF

Friedenthal Financial Portfolio holdings

AUM $199M
1-Year Est. Return 17.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$6.93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
147
New
Increased
Reduced
Closed

Top Buys

1
+$3.88M
2
+$3.77M
3
+$3.27M
4
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.89M
5
VXF icon
Vanguard Extended Market ETF
VXF
+$1.49M

Top Sells

1
+$3.77M
2
+$3.71M
3
+$2.13M
4
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.58M
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$1.34M

Sector Composition

1 Consumer Discretionary 5.95%
2 Financials 5.41%
3 Technology 4.79%
4 Communication Services 2.94%
5 Industrials 2.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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140
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141
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