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
$153M
AUM Growth
+$9.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
272
New
Increased
Reduced
Closed

Top Sells

1 +$4.05M
2 +$4.04M
3 +$4.04M
4
SRLN icon
SPDR Blackstone Senior Loan ETF
SRLN
+$4.02M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.74M

Sector Composition

1 Financials 5.39%
2 Technology 5.25%
3 Consumer Discretionary 4.63%
4 Healthcare 3.07%
5 Real Estate 2.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$26.1K 0.02%
+110
177
$17.4K 0.01%
+162
178
$17.1K 0.01%
+329
179
$16.9K 0.01%
+335
180
$16.9K 0.01%
334
-79,837
181
$16.9K 0.01%
+551
182
$16.8K 0.01%
168
-40,576
183
$16.8K 0.01%
+281
184
$15.1K 0.01%
+71
185
$14K 0.01%
+100
186
$12.9K 0.01%
+179
187
$12.4K 0.01%
+28
188
$12.4K 0.01%
+109
189
$11.6K 0.01%
+131
190
$10.4K 0.01%
+100
191
$9.8K 0.01%
+110
192
$9.6K 0.01%
+100
193
$9.38K 0.01%
+100
194
$9.32K 0.01%
+100
195
$9.03K 0.01%
+100
196
$8.64K 0.01%
+300
197
$8.15K 0.01%
+86
198
$7.66K 0.01%
+300
199
$7.61K 0.01%
+244
200
$7.54K ﹤0.01%
+49