test

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
XLCSelect Sector Spdr Tr
Recent Activity
Increased 1.2%
2.26%
$3.858M
39,856 shares@ $96.82 avg price
RSPMInvesco Exchange Traded Fd T
Recent Activity
Decreased -0.05%
2.01%
$3.422M
105,079 shares@ $32.58 avg price
RSPHInvesco Exchange Traded Fd T
Recent Activity
Increased 2.64%
1.81%
$3.08M
105,116 shares@ $29.31 avg price
BNDXVanguard Charlotte Fds
Recent Activity
Increased 2.46%
1.79%
$3.059M
62,371 shares@ $49.06 avg price
SHYGIshares Tr
Recent Activity
Increased 2.82%
1.75%
$2.984M
70,022 shares@ $42.62 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
IAGGIshares Tr
Recent Activity
Increased 0.95%
1.11%
$1.896M
37,977 shares@ $49.93 avg price
HYSPimco Etf Tr
Recent Activity
Increased 2.08%
1.09%
$1.855M
19,802 shares@ $93.69 avg price