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
$114M
AUM Growth
+$2.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
60
New
Increased
Reduced
Closed

Top Buys

1
+$3.7M
2
+$3.62M
3
+$3.58M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.56M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$748K

Top Sells

1
+$4.46M
2
+$3.96M
3
+$3.71M
4
EWZ icon
iShares MSCI Brazil ETF
EWZ
+$3.68M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$284K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$8.92M 7.86%
342,924
+18,940
2
$4.96M 4.37%
215,347
-263
3
$4.63M 4.08%
265,804
+1,668
4
$4.4M 3.87%
72,438
-29
5
$4.3M 3.79%
58,995
+862
6
$4.25M 3.74%
80,440
+1,217
7
$4.19M 3.69%
93,401
+79,356
8
$4.17M 3.67%
55,108
-3,748
9
$4.12M 3.62%
147,500
+132,716
10
$4.07M 3.58%
63,637
-2,843
11
$4.06M 3.57%
147,215
-7,178
12
$3.9M 3.43%
38,362
-614
13
$3.89M 3.43%
77,688
-1,443
14
$3.78M 3.32%
15,396
-642
15
$3.63M 3.19%
47,517
-58,412
16
$3.62M 3.19%
+48,329
17
$3.58M 3.15%
87,974
-71
18
$3.58M 3.15%
+108,344
19
$3.5M 3.08%
64,289
+1,834
20
$2.06M 1.81%
144,140
-8,470
21
$1.62M 1.42%
19,835
+190
22
$1.35M 1.19%
60,095
+460
23
$1.35M 1.19%
5,069
24
$1.31M 1.16%
47,448
+1,928
25
$1.29M 1.13%
29,180
+140
1
2 3