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
$194M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
324
New
Increased
Reduced
Closed

Top Buys

1
+$4.44M
2
+$4.31M
3
+$4.29M
4
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$4.26M
5
EMLC icon
VanEck JP Morgan EM Local Currency Bond ETF
EMLC
+$4.11M

Top Sells

1
+$4.34M
2
+$4.29M
3
+$4.26M
4
EFAV icon
iShares MSCI EAFE Min Vol Factor ETF
EFAV
+$4.17M
5
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$4.17M

Sector Composition

1 Technology 2.96%
2 Consumer Discretionary 2.75%
3 Industrials 2.74%
4 Healthcare 2.36%
5 Financials 2.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$6.83K ﹤0.01%
216
202
$6.81K ﹤0.01%
68
203
$6.78K ﹤0.01%
34
204
$6.67K ﹤0.01%
52
205
$6.44K ﹤0.01%
42
206
$6.37K ﹤0.01%
57
207
$6.13K ﹤0.01%
60
+1
208
$5.93K ﹤0.01%
236
209
$5.83K ﹤0.01%
5
210
$5.7K ﹤0.01%
12
-183
211
$5.65K ﹤0.01%
30
212
$5.58K ﹤0.01%
19
213
$5.37K ﹤0.01%
+153
214
$5.17K ﹤0.01%
17
-165
215
$5.12K ﹤0.01%
33
216
$4.89K ﹤0.01%
16
217
$4.76K ﹤0.01%
12
218
$4.31K ﹤0.01%
63
219
$4.28K ﹤0.01%
+21
220
$4.26K ﹤0.01%
28
221
$4.07K ﹤0.01%
425
222
$4.06K ﹤0.01%
32
223
$3.89K ﹤0.01%
8
224
$3.87K ﹤0.01%
163
+156
225
$3.68K ﹤0.01%
73
7 8
9
10 11