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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
FYBRFrontier Communications Pare
Recent Activity
Exited
0%
$755,688
21,269 shares@ $35.54 avg price
CHTRCharter Communications Inc N
Recent Activity
Exited
0%
$754,459
2,328 shares@ $324.09 avg price
AONAon Plc
Recent Activity
Exited
0%
$753,913
2,179 shares@ $346.0 avg price
TYLTyler Technologies Inc
Recent Activity
Exited
0%
$750,081
1,285 shares@ $583.73 avg price
PLNTPlanet Fitness Inc
Recent Activity
Exited
0%
$747,387
9,202 shares@ $81.23 avg price
EFXEquifax Inc
Recent Activity
Exited
0%
$744,642
2,534 shares@ $293.87 avg price
EXELExelixis Inc
Recent Activity
Exited
0%
$744,091
28,674 shares@ $25.96 avg price
GLGlobe Life Inc
Recent Activity
Exited
0%
$742,006
7,006 shares@ $105.92 avg price
CPRXCatalyst Pharmaceuticals Inc
Recent Activity
Exited
0%
$738,324
37,139 shares@ $19.89 avg price
RUNSunrun Inc
Recent Activity
Exited
0%
$728,794
40,354 shares@ $18.07 avg price