FF

Friedenthal Financial Portfolio holdings

AUM $199M
1-Year Est. Return 17.62%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+17.62%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$199M
AUM Growth
+$5.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
326
New
Increased
Reduced
Closed

Top Buys

1
+$6.21M
2
+$4.29M
3
+$4.29M
4
MINT icon
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
+$4.1M
5
MU icon
Micron Technology
MU
+$1.26M

Top Sells

1
+$4.21M
2
+$4.2M
3
+$4.19M
4
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$4.06M
5
PSX icon
Phillips 66
PSX
+$1.16M

Sector Composition

1 Technology 3.02%
2 Industrials 2.79%
3 Healthcare 2.34%
4 Consumer Discretionary 2.33%
5 Financials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPMO icon
201
Invesco S&P 500 Momentum ETF
SPMO
$14.9B
$4.73K ﹤0.01%
42
COF icon
202
Capital One
COF
$126B
$4.56K ﹤0.01%
+25
VCR icon
203
Vanguard Consumer Discretionary ETF
VCR
$6.14B
$4.32K ﹤0.01%
12
FDX icon
204
FedEx
FDX
$94.2B
$4.28K ﹤0.01%
12
HAL icon
205
Halliburton
HAL
$31.9B
$3.92K ﹤0.01%
+100
VXUS icon
206
Vanguard Total International Stock ETF
VXUS
$142B
$3.86K ﹤0.01%
+50
WEC icon
207
WEC Energy
WEC
$37B
$3.59K ﹤0.01%
31
EMR icon
208
Emerson Electric
EMR
$81.3B
$3.54K ﹤0.01%
27
SBUX icon
209
Starbucks
SBUX
$111B
$3.5K ﹤0.01%
39
VWO icon
210
Vanguard FTSE Emerging Markets ETF
VWO
$118B
$3.46K ﹤0.01%
64
NRG icon
211
NRG Energy
NRG
$31.9B
$3.35K ﹤0.01%
23
-6,243
ASX icon
212
ASE Group
ASX
$64.6B
$3.25K ﹤0.01%
+150
IREN icon
213
Iris Energy
IREN
$15.1B
$2.91K ﹤0.01%
+85
GEVO icon
214
Gevo
GEVO
$437M
$2.73K ﹤0.01%
+1,000
WFC icon
215
Wells Fargo
WFC
$249B
$2.66K ﹤0.01%
33
FLG
216
Flagstar Bank National Association
FLG
$5.98B
$2.24K ﹤0.01%
170
ACHR icon
217
Archer Aviation
ACHR
$4.45B
$2.2K ﹤0.01%
425
VBK icon
218
Vanguard Small-Cap Growth ETF
VBK
$22.3B
$2.12K ﹤0.01%
7
JNK icon
219
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.22B
$2.01K ﹤0.01%
21
+2
LCID icon
220
Lucid Motors
LCID
$2.59B
$1.8K ﹤0.01%
189
-6
GBTC icon
221
Grayscale Bitcoin Trust
GBTC
$29.8B
$1.74K ﹤0.01%
33
DAL icon
222
Delta Air Lines
DAL
$46B
$1.72K ﹤0.01%
26
LULU icon
223
lululemon athletica
LULU
$19.2B
$1.69K ﹤0.01%
11
CRWV
224
CoreWeave Inc
CRWV
$61.5B
$1.63K ﹤0.01%
21
ONDS icon
225
Ondas Inc
ONDS
$5.23B
$1.34K ﹤0.01%
148
-217
7 8
9
10 11