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
+$4.05M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Buys

1
+$3.98M
2
+$3.65M
3
+$3.64M
4
EWH icon
iShares MSCI Hong Kong ETF
EWH
+$3.41M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$731K

Top Sells

1
+$3.58M
2
+$3.58M
3
+$3.51M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$3.29M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$748K

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.48M 8.06%
371,592
+28,668
2
$5M 4.25%
216,052
+705
3
$4.81M 4.09%
278,316
+12,512
4
$4.71M 4%
75,547
+3,109
5
$4.59M 3.9%
62,305
+3,310
6
$4.41M 3.75%
84,908
+4,468
7
$4.09M 3.48%
62,531
-1,106
8
$4.02M 3.41%
54,077
-1,031
9
$4M 3.4%
146,259
-956
10
$3.98M 3.39%
+39,338
11
$3.9M 3.32%
77,748
+60
12
$3.87M 3.29%
38,100
-262
13
$3.78M 3.21%
69,053
+4,764
14
$3.7M 3.15%
15,290
-106
15
$3.67M 3.12%
47,370
-147
16
$3.67M 3.12%
48,609
+280
17
$3.65M 3.11%
+81,423
18
$3.64M 3.1%
+60,321
19
$3.41M 2.9%
+134,902
20
$2.14M 1.82%
141,690
-2,450
21
$1.81M 1.54%
6,885
+1,816
22
$1.42M 1.2%
51,598
+4,150
23
$1.38M 1.17%
28,898
+3,269
24
$1.35M 1.15%
63,435
+3,340
25
$1.34M 1.14%
56,085
+3,080
1
2 3