FF

Friedenthal Financial Portfolio holdings

AUM $199M
1-Year Est. Return 17.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.29M
3
+$4.29M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.1M
5
MU icon
Micron Technology
MU
+$1.26M

Top Sells

1
+$4.21M
2
+$4.2M
3
+$4.19M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$4.06M
5
PSX icon
Phillips 66
PSX
+$1.16M

Sector Composition

1 Technology 3.02%
2 Industrials 2.79%
3 Healthcare 2.34%
4 Consumer Discretionary 2.33%
5 Financials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DBEF icon
176
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
$8.62B
$13.4K 0.01%
272
TJX icon
177
TJX Companies
TJX
$176B
$12.9K 0.01%
81
NFLX icon
178
Netflix
NFLX
$390B
$12.8K 0.01%
+133
VT icon
179
Vanguard Total World Stock ETF
VT
$67.3B
$12.3K 0.01%
89
+7
VOO icon
180
Vanguard S&P 500 ETF
VOO
$885B
$12K 0.01%
20
XLY icon
181
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23B
$11K 0.01%
101
-5
CVNA icon
182
Carvana
CVNA
$57.1B
$11K 0.01%
35
JPM icon
183
JPMorgan Chase
JPM
$839B
$9.71K ﹤0.01%
33
EMB icon
184
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.5B
$9.11K ﹤0.01%
97
-43,671
UBER icon
185
Uber
UBER
$157B
$8.63K ﹤0.01%
120
IBIT icon
186
iShares Bitcoin Trust
IBIT
$59.8B
$8.45K ﹤0.01%
220
ASTS icon
187
AST SpaceMobile
ASTS
$23.4B
$8.29K ﹤0.01%
+100
NBIS
188
Nebius Group N.V.
NBIS
$39.5B
$7.78K ﹤0.01%
+75
WMT icon
189
Walmart Inc
WMT
$1.03T
$7.41K ﹤0.01%
60
AMD icon
190
Advanced Micro Devices
AMD
$461B
$7.12K ﹤0.01%
35
-4,817
VOOV icon
191
Vanguard S&P 500 Value ETF
VOOV
$6.27B
$6.93K ﹤0.01%
34
XBI icon
192
State Street SPDR S&P Biotech ETF
XBI
$8.77B
$6.9K ﹤0.01%
54
-1,177
AFL icon
193
Aflac
AFL
$60B
$6.25K ﹤0.01%
57
COPX icon
194
Global X Copper Miners ETF NEW
COPX
$7.29B
$6.18K ﹤0.01%
+81
GDX icon
195
VanEck Gold Miners ETF
GDX
$29.1B
$6.06K ﹤0.01%
66
-1,729
LHX icon
196
L3Harris
LHX
$63.6B
$5.52K ﹤0.01%
16
MCD icon
197
McDonald's
MCD
$214B
$5.28K ﹤0.01%
17
CSCO icon
198
Cisco
CSCO
$354B
$4.89K ﹤0.01%
63
RKLB icon
199
Rocket Lab Corp
RKLB
$49.9B
$4.88K ﹤0.01%
+76
BLK icon
200
Blackrock
BLK
$162B
$4.81K ﹤0.01%
5
6 7
8
9 10