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
$163M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$4.35M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.35M
5
HOOD icon
Robinhood
HOOD
+$929K

Top Sells

1
+$4.1M
2
+$4.07M
3
+$4.04M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

1 Financials 4.94%
2 Industrials 4.82%
3 Technology 4.68%
4 Consumer Discretionary 4.31%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$74.9K 0.05%
1,792
+58
127
$73K 0.04%
4,788
-39
128
$71.5K 0.04%
2,782
+36
129
$68.1K 0.04%
553
130
$67K 0.04%
440
-440
131
$65.1K 0.04%
4,242
132
$59.2K 0.04%
1,247
-16
133
$56.3K 0.03%
2,888
-236
134
$54.4K 0.03%
2,154
-14
135
$52.1K 0.03%
+395
136
$52K 0.03%
822
-67
137
$52K 0.03%
+1,039
138
$51.6K 0.03%
428
-25
139
$51.3K 0.03%
+140
140
$51.2K 0.03%
+413
141
$51.1K 0.03%
1,258
-187
142
$51.1K 0.03%
+258
143
$50.5K 0.03%
+154
144
$50.3K 0.03%
+161
145
$49.9K 0.03%
+688
146
$49.8K 0.03%
241
-4,244
147
$49.6K 0.03%
+481
148
$49.4K 0.03%
+857
149
$49.4K 0.03%
+148
150
$49.2K 0.03%
+866
4 5
6
7 8