FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
+$15.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
320
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$4.3M
3
+$4.29M
4
BND icon
Vanguard Total Bond Market
BND
+$2.16M
5
EQAL icon
Invesco Russell 1000 Equal Weight ETF
EQAL
+$1.48M

Top Sells

1
+$4.44M
2
+$4.39M
3
+$4.14M
4
GEV icon
GE Vernova
GEV
+$1.64M
5
KD icon
Kyndryl
KD
+$1.03M

Sector Composition

1 Industrials 2.74%
2 Communication Services 2.61%
3 Technology 2.44%
4 Financials 2.37%
5 Healthcare 2.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$16.6K 0.01%
+94
177
$15.7K 0.01%
132
-37,319
178
$15K 0.01%
+317
179
$14.9K 0.01%
63
180
$13.9K 0.01%
+57
181
$13.5K 0.01%
220
182
$12.4K 0.01%
+109
183
$12.1K 0.01%
82
-8
184
$12K 0.01%
110
-4
185
$11.9K 0.01%
272
186
$11.8K 0.01%
+35
187
$11.2K 0.01%
+120
188
$11.1K 0.01%
300
-23,402
189
$10K 0.01%
+81
190
$9.61K 0.01%
396
191
$9.57K 0.01%
+33
192
$9.44K 0.01%
106
193
$9.24K 0.01%
95
194
$8.98K ﹤0.01%
49
195
$8.9K ﹤0.01%
36
+19
196
$8.89K ﹤0.01%
28
+15
197
$8.48K ﹤0.01%
66
198
$7.06K ﹤0.01%
101
199
$6.87K ﹤0.01%
100
200
$6.67K ﹤0.01%
42
-460
6 7
8
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