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
201
$6.63K ﹤0.01%
216
202
$6.42K ﹤0.01%
+34
203
$6.29K ﹤0.01%
52
204
$6.01K ﹤0.01%
+57
205
$5.98K ﹤0.01%
68
206
$5.91K ﹤0.01%
236
+5
207
$5.86K ﹤0.01%
+19
208
$5.82K ﹤0.01%
+59
209
$5.25K ﹤0.01%
+5
210
$5.02K ﹤0.01%
33
211
$4.66K ﹤0.01%
+32
212
$4.63K ﹤0.01%
+30
213
$4.61K ﹤0.01%
+425
214
$4.37K ﹤0.01%
+63
215
$4.36K ﹤0.01%
12
216
$4.22K ﹤0.01%
+8
217
$4.15K ﹤0.01%
28
218
$4.01K ﹤0.01%
+16
219
$3.65K ﹤0.01%
+23
220
$3.6K ﹤0.01%
+27
221
$3.57K ﹤0.01%
+39
222
$3.32K ﹤0.01%
170
-103
223
$3.31K ﹤0.01%
73
224
$3.17K ﹤0.01%
64
225
$3.12K ﹤0.01%
+3
7 8
9
10 11