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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
CRDOCredo Technology Group Holdi
Recent Activity
New Position
0.46%
$772,848
11,499 shares@ $67.22 avg price
JEFJefferies Finl Group Inc
Recent Activity
New Position
0.46%
$771,848
9,845 shares@ $78.4 avg price
ALKAlaska Air Group Inc
Recent Activity
New Position
0.46%
$771,820
11,920 shares@ $64.75 avg price
MACMacerich Co
Recent Activity
New Position
0.46%
$770,845
38,697 shares@ $19.93 avg price
RCLRoyal Caribbean Group
Recent Activity
New Position
0.46%
$770,044
3,338 shares@ $230.7 avg price
DASHDoordash Inc
Recent Activity
New Position
0.45%
$769,302
4,586 shares@ $167.76 avg price
CARGCargurus Inc
Recent Activity
New Position
0.45%
$766,756
20,984 shares@ $36.55 avg price
VRTVertiv Holdings Co
Recent Activity
New Position
0.45%
$766,414
6,746 shares@ $113.62 avg price
URBNUrban Outfitters Inc
Recent Activity
New Position
0.45%
$764,808
13,936 shares@ $54.89 avg price
CALMCal Maine Foods Inc
Recent Activity
New Position
0.45%
$764,696
7,430 shares@ $102.93 avg price