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
+$294K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.42M
3
+$4.42M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.41M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.52M

Top Sells

1
+$4.4M
2
+$4.25M
3
+$4.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.03M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.79M

Sector Composition

1 Technology 7.54%
2 Consumer Discretionary 4.46%
3 Financials 3.68%
4 Industrials 3.13%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$55.1K 0.03%
+645
152
$54.4K 0.03%
+381
153
$54.4K 0.03%
+605
154
$51.4K 0.03%
+678
155
$51.2K 0.03%
+407
156
$51.1K 0.03%
389
-6,207
157
$50.8K 0.03%
+293
158
$50.3K 0.03%
+273
159
$50.2K 0.03%
+405
160
$50.2K 0.03%
+72
161
$50.1K 0.03%
+438
162
$50.1K 0.03%
+931
163
$49.8K 0.03%
+198
164
$49.7K 0.03%
+879
165
$49.7K 0.03%
+10
166
$49.7K 0.03%
+280
167
$49.6K 0.03%
537
-58
168
$49.5K 0.03%
+504
169
$49.5K 0.03%
+700
170
$49.4K 0.03%
+626
171
$49.3K 0.03%
+250
172
$49.3K 0.03%
+443
173
$49.3K 0.03%
+240
174
$49.2K 0.03%
+199
175
$49.1K 0.03%
94
-10
5 6
7
8 9