FF
Friedenthal Financial Portfolio holdings
AUM
$182M
1-Year Return
29.79%
This Quarter Return
+9.41%
1 Year Return
+29.79%
3 Year Return
+123.54%
5 Year Return
+171.71%
10 Year Return
+254.9%
AUM
$171M
AUM Growth
+$294K
(+0.17%)
Cap. Flow
+$475K
Cap. Flow
% of AUM
0.28%
Top 10 Holdings %
Top 10 Hldgs %
40.55%
Holding
336
New
108
Increased
54
Reduced
49
Closed
79
Top Buys
| 1 |
SPDR Blackstone Senior Loan ETF
SRLN
|
$4.45M |
| 2 |
Janus Henderson Short Duration Income ETF
VNLA
|
$4.42M |
| 3 |
iShares Convertible Bond ETF
ICVT
|
$4.42M |
| 4 |
iShares 0-3 Month Treasury Bond ETF
SGOV
|
$4.41M |
| 5 |
Schwab US Broad Market ETF
SCHB
|
$1.52M |
Top Sells
Sector Composition
| 1 | Technology | 7.54% |
| 2 | Consumer Discretionary | 4.46% |
| 3 | Financials | 3.68% |
| 4 | Industrials | 3.58% |
| 5 | Communication Services | 2.77% |
