FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.3M
3
+$4.29M
4
BND icon
Vanguard Total Bond Market
BND
+$2.16M
5
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.48M

Top Sells

1
+$4.44M
2
+$4.39M
3
+$4.14M
4
GEV icon
GE Vernova
GEV
+$1.64M
5
KD icon
Kyndryl
KD
+$1.03M

Sector Composition

1 Industrials 2.74%
2 Communication Services 2.61%
3 Technology 2.44%
4 Financials 2.37%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$41.9K 0.02%
+1,210
152
$40.9K 0.02%
230
+120
153
$39.5K 0.02%
543
154
$39.1K 0.02%
958
155
$36K 0.02%
+1,191
156
$32.6K 0.02%
240
-23
157
$29.4K 0.02%
268
-30
158
$26.4K 0.01%
1,670
159
$23.1K 0.01%
304
160
$22.4K 0.01%
+360
161
$22.4K 0.01%
726
+98
162
$22.4K 0.01%
438
+57
163
$22.3K 0.01%
438
+59
164
$22.3K 0.01%
373
+51
165
$21.3K 0.01%
194
-23
166
$21.2K 0.01%
+77
167
$21.2K 0.01%
+157
168
$20.8K 0.01%
257
+55
169
$20.4K 0.01%
487
170
$19.8K 0.01%
+452
171
$18.6K 0.01%
155
172
$18.5K 0.01%
197
+14
173
$17.9K 0.01%
+61
174
$17.7K 0.01%
+223
175
$17.2K 0.01%
323
-42
5 6
7
8 9