Claudia Saia

@Friedenthal Financial

Latest period2024 - Q4

Reported6d ago

Managed Assets$171.081M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
PODDInsulet Corp Recent Activity New Position	0.04%	$57,436 220 shares@ $261.08 avg price	New Position
BBWIBath Body Works Inc Recent Activity New Position	0.04%	$57,419 1,481 shares@ $38.78 avg price	New Position
NTRSNorthern Tr Corp Recent Activity New Position	0.04%	$57,195 558 shares@ $102.5 avg price	New Position
MRVLMarvell Technology Inc Recent Activity New Position	0.04%	$56,993 516 shares@ $110.46 avg price	New Position
BKBank New York Mellon Corp Recent Activity New Position	0.04%	$56,471 735 shares@ $76.84 avg price	New Position
PNRPentair Plc Recent Activity New Position	0.04%	$56,057 557 shares@ $100.65 avg price	New Position
RHIRobert Half Inc. Recent Activity New Position	0.04%	$55,875 793 shares@ $70.47 avg price	New Position
WABWabtec Recent Activity New Position	0.04%	$55,550 293 shares@ $189.6 avg price	New Position
CMICummins Inc Recent Activity New Position	0.04%	$55,428 159 shares@ $348.61 avg price	New Position
CRMSalesforce Inc Recent Activity New Position	0.04%	$55,165 165 shares@ $334.34 avg price	New Position