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
$274M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$1.65M
3 +$1.6M
4
CIVI icon
Civitas Resources
CIVI
+$1.57M
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$1.31M

Top Sells

1 +$6.43M
2 +$4.8M
3 +$2.16M
4
RMD icon
ResMed
RMD
+$1.8M
5
EPL
EPL OIL & GAS, INC COMMON STK
EPL
+$1.64M

Sector Composition

1 Energy 26.71%
2 Industrials 14.47%
3 Real Estate 13.27%
4 Technology 9.36%
5 Utilities 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.71M 1.36%
106,980
+37,840
27
$3.58M 1.31%
127,015
-6,239
28
$3.53M 1.29%
116,968
+7,970
29
$3.4M 1.24%
83,884
-2,679
30
$3.33M 1.21%
129,860
31
$3.31M 1.21%
63,201
+490
32
$3.3M 1.2%
39,360
-1,030
33
$3.27M 1.19%
113,620
+20,000
34
$3.24M 1.18%
73,374
-20,140
35
$3.16M 1.15%
37,069
+827
36
$3.14M 1.14%
96,945
+3,945
37
$3.11M 1.14%
25,730
38
$2.99M 1.09%
30,670
-2,000
39
$2.99M 1.09%
90,450
-1,100
40
$2.96M 1.08%
90,305
-1,670
41
$2.9M 1.06%
271
-8
42
$2.8M 1.02%
71,544
+2,000
43
$2.74M 1%
93,700
+10,100
44
$2.67M 0.97%
51,928
+8
45
$2.67M 0.97%
19,100
46
$2.61M 0.95%
43,520
-2,690
47
$2.52M 0.92%
21,900
48
$2.45M 0.89%
46,900
+700
49
$2.31M 0.84%
120,690
+10,520
50
$2.21M 0.81%
30,193
+1,058