FF

Friedenthal Financial Portfolio holdings

AUM $199M
1-Year Est. Return 17.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.29M
3
+$4.29M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.1M
5
MU icon
Micron Technology
MU
+$1.26M

Top Sells

1
+$4.21M
2
+$4.2M
3
+$4.19M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$4.06M
5
PSX icon
Phillips 66
PSX
+$1.16M

Sector Composition

1 Technology 3.02%
2 Industrials 2.79%
3 Healthcare 2.34%
4 Consumer Discretionary 2.33%
5 Financials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AAL icon
151
American Airlines Group
AAL
$8.93B
$44K 0.02%
4,099
LNC icon
152
Lincoln National
LNC
$6.64B
$43K 0.02%
1,210
CCL icon
153
Carnival Corporation Ltd
CCL
$38B
$39.6K 0.02%
1,531
DVY icon
154
iShares Select Dividend ETF
DVY
$22.6B
$39.2K 0.02%
259
-298
VCLT icon
155
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.74B
$36.5K 0.02%
489
+21
BA icon
156
Boeing
BA
$170B
$35.2K 0.02%
177
SDY icon
157
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$35K 0.02%
240
LQD icon
158
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$29.4B
$32.2K 0.02%
295
+24
PSX icon
159
Phillips 66
PSX
$73.4B
$28.6K 0.01%
157
-7,432
TSLA icon
160
Tesla
TSLA
$1.47T
$27.9K 0.01%
75
+30
MRK icon
161
Merck
MRK
$298B
$26.8K 0.01%
223
NANC icon
162
Unusual Whales Subversive Democratic Trading ETF
NANC
$268M
$25.1K 0.01%
595
AVGO icon
163
Broadcom
AVGO
$1.83T
$23.8K 0.01%
77
-2,710
TIP icon
164
iShares TIPS Bond ETF
TIP
$14.9B
$22.5K 0.01%
204
IEI icon
165
iShares 3-7 Year Treasury Bond ETF
IEI
$18.3B
$21.3K 0.01%
180
+2
SCHF icon
166
Schwab International Equity ETF
SCHF
$64B
$17.4K 0.01%
705
+5
IGIB icon
167
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$17.9B
$17.2K 0.01%
323
PSA icon
168
Public Storage
PSA
$54.4B
$16.5K 0.01%
61
VB icon
169
Vanguard Small-Cap ETF
VB
$77.3B
$16.5K 0.01%
63
XLP icon
170
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.9B
$15.9K 0.01%
194
RRC icon
171
Range Resources
RRC
$9.21B
$15.9K 0.01%
+352
BAC icon
172
Bank of America
BAC
$382B
$15.5K 0.01%
317
TOL icon
173
Toll Brothers
TOL
$12.9B
$14.9K 0.01%
109
SCHE icon
174
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$13.9K 0.01%
422
+5
JNJ icon
175
Johnson & Johnson
JNJ
$560B
$13.7K 0.01%
56
+25
5 6
7
8 9