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
$153M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Buys

1
+$4.16M
2
+$4.1M
3
+$4.1M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.7M

Top Sells

1
+$4.05M
2
+$4.04M
3
+$4.04M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$4.02M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.74M

Sector Composition

1 Financials 5.39%
2 Technology 5.25%
3 Consumer Discretionary 4.63%
4 Healthcare 3.07%
5 Real Estate 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$85.5K 0.06%
+939
127
$71.9K 0.05%
+1,501
128
$71.3K 0.05%
+1,734
129
$70.4K 0.05%
+4,827
130
$69.5K 0.05%
+2,746
131
$64.8K 0.04%
+553
132
$58.3K 0.04%
+4,242
133
$57.7K 0.04%
+3,124
134
$53.7K 0.04%
+2,168
135
$53.7K 0.04%
+1,263
136
$51.1K 0.03%
+1,670
137
$50.5K 0.03%
+1,445
138
$48.6K 0.03%
291
-5,741
139
$48.1K 0.03%
+629
140
$47.6K 0.03%
+1,381
141
$47.3K 0.03%
+311
142
$47.1K 0.03%
+3,273
143
$46.8K 0.03%
453
-9,679
144
$46.4K 0.03%
+334
145
$46.3K 0.03%
+57
146
$46.2K 0.03%
+1,068
147
$46.1K 0.03%
+608
148
$45.9K 0.03%
+147
149
$45.7K 0.03%
+889
150
$45.7K 0.03%
+501
4 5
6
7 8