FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.3M
3
+$4.29M
4
BND icon
Vanguard Total Bond Market
BND
+$2.16M
5
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.48M

Top Sells

1
+$4.44M
2
+$4.39M
3
+$4.14M
4
GEV icon
GE Vernova
GEV
+$1.64M
5
KD icon
Kyndryl
KD
+$1.03M

Sector Composition

1 Industrials 2.74%
2 Communication Services 2.61%
3 Technology 2.44%
4 Financials 2.37%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$92.3K 0.05%
+125
127
$91.5K 0.05%
+195
128
$87.2K 0.05%
+4,318
129
$85.6K 0.05%
+183
130
$83.9K 0.05%
+603
131
$83.8K 0.05%
+356
132
$83.7K 0.05%
+1,124
133
$78.5K 0.04%
+5,744
134
$78.4K 0.04%
1,233
+1,212
135
$77.3K 0.04%
+287
136
$74K 0.04%
557
-15
137
$72.2K 0.04%
5,120
+78
138
$71.3K 0.04%
2,876
+58
139
$60.6K 0.03%
2,012
+8
140
$60.6K 0.03%
1,241
-2,268
141
$60.6K 0.03%
2,741
-179
142
$58.7K 0.03%
586
-101
143
$58.7K 0.03%
1,158
-201
144
$58.5K 0.03%
530
-93
145
$53.2K 0.03%
182
+17
146
$50.6K 0.03%
166
147
$47.6K 0.03%
4,242
148
$47.1K 0.03%
1,566
+1
149
$45.6K 0.03%
1,201
150
$43.1K 0.02%
1,531
4 5
6
7 8