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
$163M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$4.35M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.35M
5
HOOD icon
Robinhood
HOOD
+$929K

Top Sells

1
+$4.1M
2
+$4.07M
3
+$4.04M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

1 Financials 4.94%
2 Industrials 4.82%
3 Technology 4.68%
4 Consumer Discretionary 4.31%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$29.4K 0.02%
270
-37,333
177
$28.6K 0.02%
110
178
$25K 0.02%
1,531
179
$18.6K 0.01%
173
+11
180
$18K 0.01%
583
+32
181
$18K 0.01%
356
+21
182
$17.9K 0.01%
351
+17
183
$17.9K 0.01%
178
+10
184
$17.9K 0.01%
300
+19
185
$17.6K 0.01%
100
-392
186
$17K 0.01%
329
187
$14.9K 0.01%
65
-6
188
$14.2K 0.01%
30
+2
189
$13.7K 0.01%
109
190
$13.7K 0.01%
179
191
$9.86K 0.01%
114
-17
192
$9.01K 0.01%
+45
193
$8.68K 0.01%
49
194
$8.3K 0.01%
186
195
$8.19K 0.01%
86
196
$8.16K 0.01%
91
-19
197
$7.28K ﹤0.01%
40
198
$7.07K ﹤0.01%
64
199
$6.84K ﹤0.01%
101
200
$5.99K ﹤0.01%
244
-18
6 7
8
9 10