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
$171M
AUM Growth
+$294K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$4.45M
2
+$4.42M
3
+$4.42M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$4.41M
5
SCHB icon
Schwab US Broad Market ETF
SCHB
+$1.52M

Top Sells

1
+$4.4M
2
+$4.25M
3
+$4.15M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$4.03M
5
BIL icon
SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$1.79M

Sector Composition

1 Technology 7.54%
2 Consumer Discretionary 4.46%
3 Financials 3.68%
4 Industrials 3.13%
5 Communication Services 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$9.51K 0.01%
+347
202
$9.5K 0.01%
+206
203
$9.44K 0.01%
106
-1,231
204
$9.2K 0.01%
+170
205
$9.19K 0.01%
49
206
$8.69K 0.01%
35
+30
207
$8.12K ﹤0.01%
85
208
$8.1K ﹤0.01%
91
209
$7.79K ﹤0.01%
206
210
$7.75K ﹤0.01%
66
211
$7.59K ﹤0.01%
+108
212
$7.11K ﹤0.01%
40
213
$6.79K ﹤0.01%
216
-131,852
214
$6.76K ﹤0.01%
+50
215
$6.62K ﹤0.01%
101
216
$6.04K ﹤0.01%
+125
217
$5.91K ﹤0.01%
+20
218
$5.78K ﹤0.01%
133
219
$5.61K ﹤0.01%
231
+5
220
$5.53K ﹤0.01%
33
221
$5.52K ﹤0.01%
200
+3
222
$5.23K ﹤0.01%
+31
223
$5.15K ﹤0.01%
+73
224
$5.06K ﹤0.01%
52
225
$4.69K ﹤0.01%
172
+1
7 8
9
10 11