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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
AMTAmerican Tower Corp New
Recent Activity
Exited
0%
$803,728
3,456 shares@ $232.57 avg price
SPGISp Global Inc
Recent Activity
Exited
0%
$802,828
1,554 shares@ $516.63 avg price
TRUTransunion
Recent Activity
Exited
0%
$802,212
7,662 shares@ $104.71 avg price
EXASExact Sciences Corp
Recent Activity
Exited
0%
$801,773
11,770 shares@ $68.13 avg price
DHID R Horton Inc
Recent Activity
Exited
0%
$801,425
4,201 shares@ $190.78 avg price
MCOMoodys Corp
Recent Activity
Exited
0%
$800,159
1,686 shares@ $474.6 avg price
MHKMohawk Inds Inc
Recent Activity
Exited
0%
$784,119
4,880 shares@ $160.69 avg price
CNKCinemark Hldgs Inc
Recent Activity
Exited
0%
$777,293
27,920 shares@ $27.85 avg price
AFLAflac Inc
Recent Activity
Exited
0%
$776,116
6,942 shares@ $111.81 avg price
THCTenet Healthcare Corp
Recent Activity
Exited
0%
$772,332
4,647 shares@ $166.21 avg price