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