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
$163M
AUM Growth
+$9.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
302
New
Increased
Reduced
Closed

Top Buys

1
+$4.39M
2
+$4.37M
3
+$4.35M
4
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$4.35M
5
HOOD icon
Robinhood
HOOD
+$929K

Top Sells

1
+$4.1M
2
+$4.07M
3
+$4.04M
4
VNLA icon
Janus Henderson Short Duration Income ETF
VNLA
+$4.01M
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$1.16M

Sector Composition

1 Financials 4.94%
2 Industrials 4.82%
3 Technology 4.68%
4 Consumer Discretionary 4.31%
5 Healthcare 3.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$5.36K ﹤0.01%
33
202
$5.27K ﹤0.01%
168
+1
203
$5.03K ﹤0.01%
52
204
$4.56K ﹤0.01%
17
205
$4.55K ﹤0.01%
40
206
$3.88K ﹤0.01%
28
207
$3.72K ﹤0.01%
24
+5
208
$3.65K ﹤0.01%
174
209
$3.5K ﹤0.01%
39
210
$3.34K ﹤0.01%
46
+2
211
$3.1K ﹤0.01%
33
212
$2.64K ﹤0.01%
73
213
$2.08K ﹤0.01%
+37
214
$1.45K ﹤0.01%
51
215
$1.31K ﹤0.01%
53
216
$1.26K ﹤0.01%
21
217
$1.11K ﹤0.01%
28
218
$652 ﹤0.01%
13
219
$403 ﹤0.01%
+42
220
$180 ﹤0.01%
42
221
$95 ﹤0.01%
1
222
– –
-23,440
223
– –
-8,532
224
– –
-9,939
225
– –
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7 8
9
10 11