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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
RSPMInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.05%
2.01%
$3.422M
105,079 shares@ $32.58 avg price
LMBSFirst Tr Exchangetraded Fd
Recent Activity
Decreased -60.35%
1.64%
$2.794M
57,415 shares@ $48.68 avg price
RSPUInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.47%
1.54%
$2.623M
39,912 shares@ $65.74 avg price
USMVIshares Tr
Recent Activity
Decreased -0.7%
1.26%
$2.148M
24,188 shares@ $88.8 avg price
RSPSInvesco Exchange Traded Fd T
Recent Activity
Decreased -1.29%
0.86%
$1.455M
48,337 shares@ $30.11 avg price
RSPNInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.4%
0.85%
$1.454M
28,966 shares@ $50.21 avg price
SPYSpdr Sp 500 Etf Tr
Recent Activity
Decreased -0.28%
0.84%
$1.436M
2,450 shares@ $586.08 avg price