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
$125M
AUM Growth
+$7.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$4.98M
2
+$4.84M
3
+$4.83M
4
FDN icon
First Trust Dow Jones Internet Index Fund ETF
FDN
+$4.83M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$4.82M

Top Sells

1
+$8.62M
2
+$8.17M
3
+$4.46M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$4.45M
5
SPTL icon
SPDR Portfolio Long Term Treasury ETF
SPTL
+$4.35M

Sector Composition

Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.7M 8.59%
381,860
-41,700
2
$5.72M 4.59%
101,054
+67
3
$5.45M 4.37%
98,677
-1,518
4
$5.22M 4.19%
44,760
+41,429
5
$4.98M 3.99%
+89,903
6
$4.84M 3.88%
+47,676
7
$4.83M 3.87%
+25,649
8
$4.82M 3.86%
+70,623
9
$4.8M 3.85%
+77,110
10
$4.69M 3.76%
+104,808
11
$4.67M 3.75%
68,618
-3,646
12
$4.67M 3.75%
38,376
-28,822
13
$4.65M 3.73%
+48,500
14
$4.56M 3.66%
60,433
+37,274
15
$4.51M 3.62%
263,952
-38,844
16
$4.42M 3.55%
+47,335
17
$4.19M 3.36%
+193,430
18
$4.17M 3.34%
74,838
+10,045
19
$3.36M 2.69%
52,677
-18,305
20
$2.99M 2.4%
80,975
-1,620
21
$2.99M 2.4%
89,520
+3,258
22
$2.01M 1.61%
85,990
+3,450
23
$1.43M 1.15%
30,388
+530
24
$1.4M 1.12%
27,987
-8,863
25
$1.32M 1.06%
62,790
-8,780
1
2 3