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
$167M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.45M
3
+$4.42M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.39M
5
KD icon
Kyndryl
KD
+$1.03M

Top Sells

1
+$4.5M
2
+$4.42M
3
+$4.15M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M

Sector Composition

1 Technology 3.72%
2 Consumer Discretionary 2.94%
3 Real Estate 2.78%
4 Consumer Staples 2.52%
5 Utilities 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$77.5K 0.05%
+6,736
127
$77.4K 0.05%
592
+203
128
$77.2K 0.05%
+2,479
129
$76.8K 0.05%
572
+11
130
$76.3K 0.05%
+561
131
$76.2K 0.05%
+789
132
$75.7K 0.05%
1,153
+453
133
$75.1K 0.04%
+2,030
134
$72K 0.04%
5,042
+249
135
$71.1K 0.04%
2,818
+33
136
$68.8K 0.04%
1,359
-47
137
$68.8K 0.04%
687
-22
138
$68.8K 0.04%
623
-20
139
$57.8K 0.03%
2,920
-76
140
$55.3K 0.03%
2,004
-93
141
$51.5K 0.03%
+165
142
$45.7K 0.03%
166
+28
143
$44.8K 0.03%
4,242
-44,113
144
$43.9K 0.03%
1,565
+1,552
145
$43.6K 0.03%
1,201
+1,191
146
$40.6K 0.02%
543
-4
147
$37.8K 0.02%
479
-42
148
$35.7K 0.02%
263
+15
149
$32.4K 0.02%
298
+9
150
$30.2K 0.02%
177
4 5
6
7 8