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
$167M
AUM Growth
-$3.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
313
New
Increased
Reduced
Closed

Top Buys

1
+$4.75M
2
+$4.45M
3
+$4.42M
4
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.39M
5
KD icon
Kyndryl
KD
+$1.03M

Top Sells

1
+$4.5M
2
+$4.42M
3
+$4.15M
4
EEMV icon
iShares MSCI Emerging Markets Min Vol Factor ETF
EEMV
+$3.52M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.44M

Sector Composition

1 Technology 3.72%
2 Consumer Discretionary 2.94%
3 Real Estate 2.78%
4 Consumer Staples 2.52%
5 Utilities 2.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$9.25K 0.01%
257
+51
177
$9.05K 0.01%
95
+10
178
$8.61K 0.01%
49
179
$8.38K 0.01%
40
180
$7.73K ﹤0.01%
193
+60
181
$7.65K ﹤0.01%
66
182
$7.42K ﹤0.01%
101
183
$6.64K ﹤0.01%
216
184
$6.16K ﹤0.01%
+100
185
$5.8K ﹤0.01%
52
186
$5.74K ﹤0.01%
231
187
$5.32K ﹤0.01%
273
+100
188
$5.31K ﹤0.01%
40
189
$5.14K ﹤0.01%
173
+1
190
$4.85K ﹤0.01%
33
191
$4.79K ﹤0.01%
+68
192
$4.41K ﹤0.01%
28
193
$4.22K ﹤0.01%
17
194
$3.92K ﹤0.01%
+12
195
$3.77K ﹤0.01%
123
+61
196
$3.37K ﹤0.01%
13
-1,957
197
$3.23K ﹤0.01%
73
198
$2.9K ﹤0.01%
64
-1,403
199
$2.58K ﹤0.01%
+5
200
$2.42K ﹤0.01%
75
+1
6 7
8
9 10