FF

Friedenthal Financial Portfolio holdings

AUM $194M
1-Year Est. Return 14.87%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+14.87%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
-$5.55M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$3.97M
3
+$831K
4
OC icon
Owens Corning
OC
+$791K
5
ODFL icon
Old Dominion Freight Line
ODFL
+$782K

Top Sells

1
+$3.95M
2
+$3.94M
3
+$3.46M
4
AMZN icon
Amazon
AMZN
+$855K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$819K

Sector Composition

1 Industrials 5.22%
2 Energy 4.98%
3 Technology 4.07%
4 Consumer Discretionary 3.73%
5 Real Estate 2.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$13.1M 9.11%
138,700
+231
2
$7.63M 5.32%
143,088
+4,411
3
$5.87M 4.09%
89,999
+2,215
4
$5.26M 3.67%
125,558
+94,872
5
$5.24M 3.66%
237,022
-23,142
6
$5.06M 3.53%
244,264
+1,104
7
$4.08M 2.85%
40,744
+1,637
8
$4.08M 2.85%
80,171
+3,398
9
$4.04M 2.82%
+88,252
10
$3.45M 2.41%
35,619
+2,621
11
$2.87M 2%
92,658
+2,338
12
$2.78M 1.94%
42,354
-3,222
13
$2.56M 1.78%
53,448
-2,232
14
$2.48M 1.73%
60,549
-1,571
15
$2.47M 1.73%
90,269
+2,879
16
$2.34M 1.63%
49,546
-550
17
$2.21M 1.54%
30,513
-294
18
$2.11M 1.47%
43,164
-1,887
19
$1.86M 1.3%
37,057
+2,005
20
$1.74M 1.22%
25,287
-764
21
$1.58M 1.1%
20,772
+484
22
$1.58M 1.1%
17,462
-233
23
$1.48M 1.03%
10,321
-320
24
$1.38M 0.96%
49,008
+278
25
$1.33M 0.93%
14,448
+6,532
1
2 3 4 5