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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
DTMDt Midstream Inc
| 0.45% | $763,722 7,681 shares@ $99.44 avg price | New Position |
HOODRobinhood Mkts Inc
| 0.45% | $763,532 20,492 shares@ $37.27 avg price | New Position |
RBLXRoblox Corp
| 0.45% | $762,769 13,183 shares@ $57.87 avg price | New Position |
NWLNewell Brands Inc
| 0.45% | $762,399 76,546 shares@ $9.97 avg price | New Position |
ASANAsana Inc
| 0.45% | $762,132 37,599 shares@ $20.28 avg price | New Position |
APOApollo Global Mgmt Inc
| 0.45% | $759,571 4,599 shares@ $165.17 avg price | New Position |
CFLTConfluent Inc
| 0.45% | $757,800 27,103 shares@ $27.97 avg price | New Position |
AIC3 Ai Inc
| 0.45% | $757,426 21,999 shares@ $34.44 avg price | New Position |
NFLXNetflix Inc
| 0.45% | $756,731 849 shares@ $891.33 avg price | New Position |
SMTCSemtech Corp
| 0.45% | $754,818 12,204 shares@ $61.86 avg price | New Position |