FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$194M
AUM Growth
+$370K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
328
New
Increased
Reduced
Closed

Top Buys

1
+$4.48M
2
+$4.28M
3
+$4.22M
4
EMB icon
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
+$4.19M
5
BOXX icon
Alpha Architect 1-3 Month Box ETF
BOXX
+$2.08M

Top Sells

1
+$4.16M
2
+$4.15M
3
+$4M
4
SHYG icon
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
+$3.68M
5
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$1.38M

Sector Composition

1 Technology 4.09%
2 Consumer Discretionary 2.72%
3 Healthcare 2.31%
4 Consumer Staples 2.13%
5 Financials 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MUB icon
151
iShares National Muni Bond ETF
MUB
$42.7B
$46K 0.02%
+429
SHV icon
152
iShares 0-1 Year Treasury Bond ETF
SHV
$20.2B
$44.2K 0.02%
401
-147
TFLO icon
153
iShares Treasury Floating Rate Bond ETF
TFLO
$6.41B
$44K 0.02%
872
-328
GBIL icon
154
Goldman Sachs Access Treasury 0-1 Year ETF
GBIL
$7.12B
$44K 0.02%
440
-165
XLU icon
155
State Street Utilities Select Sector SPDR ETF
XLU
$23.8B
$40.9K 0.02%
958
SPLV icon
156
Invesco S&P 500 Low Volatility ETF
SPLV
$8.14B
$38.8K 0.02%
543
BA icon
157
Boeing
BA
$174B
$38.4K 0.02%
177
VCLT icon
158
Vanguard Long-Term Corporate Bond ETF
VCLT
$7.66B
$35.5K 0.02%
468
+159
SDY icon
159
State Street SPDR S&P Dividend ETF
SDY
$21.4B
$33.4K 0.02%
240
QYLD icon
160
Global X NASDAQ-100 Covered Call ETF
QYLD
$8.24B
$32.2K 0.02%
+1,824
LQD icon
161
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.8B
$29.9K 0.02%
271
NANC icon
162
Unusual Whales Subversive Democratic Trading ETF
NANC
$253M
$27.2K 0.01%
595
+108
MRK icon
163
Merck
MRK
$287B
$23.5K 0.01%
223
TIP icon
164
iShares TIPS Bond ETF
TIP
$14.3B
$22.4K 0.01%
204
+10
IEI icon
165
iShares 3-7 Year Treasury Bond ETF
IEI
$18.4B
$21.2K 0.01%
178
+46
TSLA icon
166
Tesla
TSLA
$1.52T
$20.2K 0.01%
45
+15
DIVO icon
167
Amplify CWP Enhanced Dividend Income ETF
DIVO
$6.47B
$19.5K 0.01%
+438
BAC icon
168
Bank of America
BAC
$357B
$17.4K 0.01%
317
IGIB icon
169
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18B
$17.4K 0.01%
323
SCHF icon
170
Schwab International Equity ETF
SCHF
$58.3B
$16.8K 0.01%
700
-58
VB icon
171
Vanguard Small-Cap ETF
VB
$70.7B
$16.3K 0.01%
63
AM icon
172
Antero Midstream
AM
$10.8B
$15.8K 0.01%
+890
PSA icon
173
Public Storage
PSA
$53.9B
$15.8K 0.01%
61
XLP icon
174
State Street Consumer Staples Select Sector SPDR ETF
XLP
$16.5B
$15.1K 0.01%
194
-63
CVNA icon
175
Carvana
CVNA
$47.3B
$14.8K 0.01%
35
-2,531
5 6
7
8 9