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
$171M
AUM Growth
+$294K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.42M
3
+$4.42M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.41M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.52M

Top Sells

1
+$4.4M
2
+$4.25M
3
+$4.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.03M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.79M

Sector Composition

1 Technology 7.54%
2 Consumer Discretionary 4.46%
3 Financials 3.68%
4 Industrials 3.13%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$49K 0.03%
+155
177
$43.9K 0.03%
559
+367
178
$40K 0.02%
138
+15
179
$39.4K 0.02%
521
-1,525
180
$38.3K 0.02%
547
181
$32.8K 0.02%
248
182
$31.4K 0.02%
1,670
183
$31.3K 0.02%
177
184
$30.9K 0.02%
289
+12
185
$23.8K 0.01%
655
186
$21K 0.01%
110
187
$19.9K 0.01%
187
188
$18.9K 0.01%
+100
189
$18.5K 0.01%
359
190
$18.2K 0.01%
360
+73
191
$18.2K 0.01%
304
+59
192
$18.2K 0.01%
357
+69
193
$18.2K 0.01%
591
+113
194
$18.1K 0.01%
180
+34
195
$15.7K 0.01%
182
+1
196
$15.1K 0.01%
63
197
$13.7K 0.01%
298
198
$13.3K 0.01%
+30
199
$12.3K 0.01%
541
-34,790
200
$11.3K 0.01%
272
-534
6 7
8
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