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
$123M
AUM Growth
+$5.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
44
New
Increased
Reduced
Closed

Top Buys

1
+$8.82M
2
+$8.22M
3
+$7.73M
4
IYT icon
iShares US Transportation ETF
IYT
+$7.7M
5
EWP icon
iShares MSCI Spain ETF
EWP
+$7.64M

Top Sells

1
+$12.2M
2
+$9.07M
3
+$8.42M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$8.25M
5
EWG icon
iShares MSCI Germany ETF
EWG
+$7.65M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.14M 7.4%
367,448
-8,807
2
$9.09M 7.37%
227,807
+221,067
3
$8.87M 7.19%
70,873
+9,803
4
$8.67M 7.03%
280,079
+265,514
5
$7.93M 6.43%
130,387
-200,933
6
$7.91M 6.41%
146,342
+16,631
7
$7.73M 6.27%
+23,496
8
$7.71M 6.25%
155,334
+9,964
9
$7.7M 6.24%
+209,568
10
$7.64M 6.19%
+178,531
11
$7.58M 6.14%
+75,702
12
$7.46M 6.05%
+124,519
13
$7.4M 6%
+212,864
14
$2.11M 1.71%
264,756
+13,458
15
$1.78M 1.44%
129,708
+9,180
16
$1.16M 0.94%
34,894
+1,794
17
$1.12M 0.91%
+133,920
18
$1.07M 0.87%
9,822
+177
19
$966K 0.78%
4,902
-41,856
20
$933K 0.76%
63,780
+52,530
21
$898K 0.73%
45,833
+5,559
22
$887K 0.72%
+30,430
23
$827K 0.67%
8,706
-95,430
24
$794K 0.64%
6,684
-63,854
25
$752K 0.61%
27,419
+3,531
1
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