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
$167M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.45M
3
+$4.42M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.39M
5
KD icon
Kyndryl
KD
+$1.03M

Top Sells

1
+$4.5M
2
+$4.42M
3
+$4.15M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M

Sector Composition

1 Technology 3.72%
2 Consumer Discretionary 2.94%
3 Real Estate 2.78%
4 Consumer Staples 2.52%
5 Utilities 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$29.9K 0.02%
1,531
-31,026
152
$24.1K 0.01%
217
+30
153
$23.8K 0.01%
+261
154
$23.1K 0.01%
+304
155
$21.3K 0.01%
1,670
156
$19.4K 0.01%
381
+21
157
$19.4K 0.01%
628
+37
158
$19.3K 0.01%
379
+22
159
$19.3K 0.01%
322
+18
160
$19.2K 0.01%
+155
161
$19.2K 0.01%
365
+6
162
$17.5K 0.01%
+487
163
$17.2K 0.01%
110
164
$17K 0.01%
188
+97
165
$16.5K 0.01%
202
-357
166
$16.4K 0.01%
414
+116
167
$15.2K 0.01%
183
+1
168
$14.2K 0.01%
+250
169
$14K 0.01%
63
170
$11.8K 0.01%
90
-1,407
171
$11.8K 0.01%
272
172
$11.3K 0.01%
57
-689
173
$10.3K 0.01%
220
-1,774
174
$10K 0.01%
+396
175
$9.6K 0.01%
106
5 6
7
8 9