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
$171M
AUM Growth
+$10.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
317
New
Increased
Reduced
Closed

Top Sells

1 +$4.33M
2 +$4.33M
3 +$4.32M
4
FTSL icon
First Trust Senior Loan Fund ETF
FTSL
+$4.29M
5
SNX icon
TD Synnex
SNX
+$967K

Sector Composition

1 Financials 4.91%
2 Real Estate 4.76%
3 Healthcare 3.82%
4 Technology 3.4%
5 Consumer Discretionary 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$50.1K 0.03%
+1,445
152
$50.1K 0.03%
+488
153
$50K 0.03%
+1,218
154
$50K 0.03%
+131
155
$50K 0.03%
+123
156
$49.9K 0.03%
+111
157
$49.9K 0.03%
+595
158
$49.9K 0.03%
+452
159
$49.8K 0.03%
+257
160
$49.6K 0.03%
+206
161
$49.5K 0.03%
+1,403
162
$49.2K 0.03%
+427
163
$49.2K 0.03%
+194
164
$49.1K 0.03%
+706
165
$49.1K 0.03%
+773
166
$48.9K 0.03%
+594
167
$48.9K 0.03%
+300
168
$48.8K 0.03%
200
-51
169
$48.8K 0.03%
+238
170
$48.4K 0.03%
+602
171
$48.4K 0.03%
+989
172
$47.7K 0.03%
4,242
173
$44.3K 0.03%
221
-2
174
$39.2K 0.02%
547
175
$35.2K 0.02%
248
+3