FIMG

Financial & Investment Management Group Portfolio holdings

AUM $274M
1-Year Est. Return 8.43%
This Quarter Est. Return
1 Year Est. Return
-8.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$10.9M
2 +$8.09M
3 +$5.24M
4
KIM icon
Kimco Realty
KIM
+$5.23M
5
FSP
Franklin Street Properties
FSP
+$5.05M

Sector Composition

1 Real Estate 20.03%
2 Materials 8.82%
3 Financials 4.77%
4 Healthcare 4.25%
5 Communication Services 3.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-46,555
102
-16,210