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
$118M
AUM Growth
-$5.79M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
46
New
Increased
Reduced
Closed

Top Buys

1
+$8.29M
2
+$7.54M
3
+$6.94M
4
EPI icon
WisdomTree India Earnings Fund ETF
EPI
+$6.92M
5
EWC icon
iShares MSCI Canada ETF
EWC
+$6.83M

Top Sells

1
+$8.7M
2
+$7.91M
3
+$7.73M
4
EWP icon
iShares MSCI Spain ETF
EWP
+$7.64M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$7.58M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.7M 7.4%
220,115
-7,692
2
$8.6M 7.31%
76,224
+73,419
3
$8.28M 7.04%
68,691
-2,182
4
$8.11M 6.89%
270,823
-9,256
5
$7.95M 6.76%
124,441
-5,946
6
$7.91M 6.72%
39,894
+34,992
7
$7.61M 6.47%
201,800
-7,768
8
$7.54M 6.41%
+189,054
9
$7.46M 6.34%
150,339
-4,995
10
$6.92M 5.88%
+315,646
11
$6.9M 5.87%
96,019
+91,752
12
$6.83M 5.81%
+222,609
13
$6.77M 5.76%
+332,897
14
$2.23M 1.9%
281,568
+16,812
15
$1.27M 1.08%
149,310
+15,390
16
$1.26M 1.07%
38,041
+3,147
17
$1.24M 1.05%
+57,197
18
$1.09M 0.93%
75,721
+11,941
19
$1.08M 0.92%
9,900
+78
20
$1.03M 0.88%
36,267
+5,837
21
$873K 0.74%
9,112
+406
22
$860K 0.73%
+35,342
23
$728K 0.62%
6,657
-27
24
$626K 0.53%
5,157
+115
25
$619K 0.53%
48,148
-81,560
1
2