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
$171M
AUM Growth
+$294K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.42M
3
+$4.42M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.41M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.52M

Top Sells

1
+$4.4M
2
+$4.25M
3
+$4.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.03M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.79M

Sector Composition

1 Technology 7.54%
2 Consumer Discretionary 4.46%
3 Financials 3.68%
4 Industrials 3.13%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$75.4K 0.04%
687
-30
127
$73.7K 0.04%
561
128
$71.2K 0.04%
2,785
+1
129
$71K 0.04%
1,406
-1,358
130
$70.8K 0.04%
709
-688
131
$70.8K 0.04%
1,407
-1,379
132
$70.8K 0.04%
643
-622
133
$69.7K 0.04%
4,793
134
$64.6K 0.04%
1,467
135
$59.8K 0.03%
1,241
136
$57.5K 0.03%
+61
137
$57.5K 0.03%
+108
138
$57.4K 0.03%
+220
139
$57.4K 0.03%
+1,481
140
$57.2K 0.03%
+558
141
$57K 0.03%
+516
142
$56.5K 0.03%
+735
143
$56.1K 0.03%
+557
144
$55.9K 0.03%
+793
145
$55.8K 0.03%
2,097
-4
146
$55.5K 0.03%
+293
147
$55.4K 0.03%
+159
148
$55.4K 0.03%
2,996
+36
149
$55.2K 0.03%
+165
150
$55.1K 0.03%
+52
4 5
6
7 8