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Claudia Saia

@Friedenthal Financial

Latest period2024 - Q4ReportedManaged Assets$171.081MTotal holdings257
Assets growth rate0.18%Assets growth rate (2-Q avg)3.33%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Friedenthal Financial's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 257 positions.

Assets under management

The assets under management (AUM) of Friedenthal Financial over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 171.081M in assets, with a quarterly growth rate of 0.18% and a 2-quarter average growth rate of 3.33%. The portfolio is managed by Claudia Saia, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
ITOTIshares Tr
Recent Activity
Decreased -1.16%
10.78%
$18.429M
143,280 shares@ $128.63 avg price
EEMVIshares Inc
Recent Activity
Decreased -0.18%
5.45%
$9.308M
160,505 shares@ $58.0 avg price
EFAVIshares Tr
Recent Activity
Decreased -0.36%
3.99%
$6.824M
96,506 shares@ $70.72 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 98.7%
3.68%
$6.286M
243,078 shares@ $25.87 avg price
SRLNSsga Active Etf Tr
Recent Activity
Increased 308.79%
3.45%
$5.888M
141,105 shares@ $41.74 avg price
SCHZSchwab Strategic Tr
Recent Activity
Increased 100%
2.96%
$5.056M
222,718 shares@ $22.71 avg price
SGOVIshares Tr
Recent Activity
Increased 1263.58%
2.79%
$4.758M
47,425 shares@ $100.32 avg price
VNLAJanus Detroit Str Tr
Recent Activity
New Position
2.59%
$4.421M
90,383 shares@ $48.92 avg price
ICVTIshares Tr
Recent Activity
New Position
2.59%
$4.416M
51,972 shares@ $84.98 avg price
STIPIshares Tr
Recent Activity
Increased 2.43%
2.34%
$3.997M
39,730 shares@ $100.6 avg price