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
$163M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$4.35M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.35M
5
HOOD icon
Robinhood
HOOD
+$929K

Top Sells

1
+$4.1M
2
+$4.07M
3
+$4.04M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

1 Financials 4.94%
2 Industrials 4.82%
3 Technology 4.68%
4 Consumer Discretionary 4.31%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$49.1K 0.03%
+230
152
$48.9K 0.03%
396
-5,921
153
$48.8K 0.03%
48
-6
154
$48.6K 0.03%
371
-29
155
$48.6K 0.03%
+6
156
$48.5K 0.03%
+210
157
$48.4K 0.03%
+199
158
$48.3K 0.03%
+126
159
$48.3K 0.03%
+234
160
$48.1K 0.03%
+165
161
$47.9K 0.03%
+78
162
$47.8K 0.03%
1,670
163
$47.7K 0.03%
360
+320
164
$47.6K 0.03%
+1,285
165
$47.2K 0.03%
+49
166
$46.7K 0.03%
+340
167
$46.7K 0.03%
+155
168
$46.2K 0.03%
+652
169
$45K 0.03%
86
-3
170
$42.5K 0.03%
1,039
171
$38.4K 0.02%
209
172
$36K 0.02%
549
+15
173
$36K 0.02%
547
174
$34.2K 0.02%
177
-2,764
175
$31K 0.02%
236
5 6
7
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