FF
Friedenthal Financial Portfolio holdings
AUM
$182M
This Quarter Return
-0.84%
1 Year Return
+29.79%
3 Year Return
+123.54%
5 Year Return
+171.71%
10 Year Return
+254.9%
AUM
$169M
AUM Growth
+$169M
(+1.3%)
Cap. Flow
+$3.26M
Cap. Flow
% of AUM
1.93%
Top 10 Holdings %
Top 10 Hldgs %
48.85%
Holding
79
New
13
Increased
35
Reduced
14
Closed
10
Top Buys
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$6.88M |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$6.19M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$6.15M |
| 4 |
SPDR Portfolio Long Term Treasury ETF
SPTL
|
$6.12M |
| 5 |
iShares MSCI USA Min Vol Factor ETF
USMV
|
$6.1M |
Top Sells
| 1 |
SPDR S&P Homebuilders ETF
XHB
|
$7.08M |
| 2 |
Invesco S&P 500 High Beta ETF
SPHB
|
$6.59M |
| 3 |
iShares Core S&P Small-Cap ETF
IJR
|
$6.57M |
| 4 |
SPDR S&P Regional Banking ETF
KRE
|
$6.43M |
| 5 |
US Global Jets ETF
JETS
|
$6.1M |
Sector Composition
| 1 | Consumer Discretionary | 0.2% |
| 2 | Financials | 0.13% |
| 3 | Consumer Staples | 0.12% |
