FIM

Friedberg Investment Management Portfolio holdings

AUM $61.9M
1-Year Est. Return 20.07%
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$247M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.59M
3
+$2.39M
4
WLK icon
Westlake Corp
WLK
+$1.68M
5
SPG icon
Simon Property Group
SPG
+$1.48M

Top Sells

1
+$2.18M
2
+$2.08M
3
+$1.96M
4
XEL icon
Xcel Energy
XEL
+$1.84M
5
PNG
PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP
PNG
+$1.32M

Sector Composition

1 Energy 24.5%
2 Industrials 14.69%
3 Technology 14.14%
4 Real Estate 13%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.46M 1.4%
41,260
-2,580
27
$3.3M 1.34%
93,675
+7,650
28
$3.23M 1.31%
100,430
-370
29
$3.14M 1.27%
47,760
-70
30
$3.11M 1.26%
111,128
-2,738
31
$3.1M 1.25%
90,070
-3,176
32
$3.02M 1.22%
65,111
+750
33
$2.76M 1.12%
128,860
-1,160
34
$2.67M 1.08%
95,620
+33,100
35
$2.63M 1.06%
22,070
-100
36
$2.63M 1.06%
44,750
-2,025
37
$2.62M 1.06%
+32,670
38
$2.61M 1.06%
25,730
-120
39
$2.59M 1.05%
+36,339
40
$2.49M 1.01%
85,755
+3,120
41
$2.45M 0.99%
49,111
-862
42
$2.44M 0.99%
73,540
+2,782
43
$2.39M 0.97%
+153,700
44
$2.28M 0.92%
46,463
-25,480
45
$2.25M 0.91%
91,975
46
$2.19M 0.89%
66,188
+14,050
47
$2.07M 0.84%
426
+25
48
$2.03M 0.82%
46,920
-3,380
49
$1.99M 0.8%
13,883
+10,322
50
$1.98M 0.8%
42,100
-1,900
1
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