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
$260M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$4.62M
3 +$3.71M
4
BHE icon
Benchmark Electronics
BHE
+$2.21M
5
USAC icon
USA Compression Partners
USAC
+$1.11M

Top Sells

1 +$6.18M
2 +$5.98M
3 +$3.53M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$2.9M
5
ALE icon
Allete
ALE
+$2.67M

Sector Composition

1 Energy 24.68%
2 Real Estate 17.22%
3 Industrials 13.71%
4 Technology 12.45%
5 Consumer Discretionary 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.34M 1.29%
227,430
-46,420
27
$3.32M 1.28%
30,570
-100
28
$3.32M 1.28%
38,360
-1,000
29
$3.32M 1.28%
105,880
-1,100
30
$3.32M 1.28%
62,501
-700
31
$3.27M 1.26%
77,534
+4,160
32
$3.25M 1.25%
63,010
+1,800
33
$3.16M 1.22%
242,819
+42,474
34
$3.13M 1.2%
96,705
-240
35
$3.06M 1.18%
113,540
-80
36
$3.05M 1.17%
25,730
37
$3.01M 1.16%
36,901
-168
38
$2.98M 1.15%
127,020
-2,840
39
$2.89M 1.11%
48,990
-26,080
40
$2.88M 1.11%
71,527
-17
41
$2.85M 1.1%
86,650
-3,800
42
$2.74M 1.06%
21,900
43
$2.66M 1.02%
43,750
+230
44
$2.64M 1.02%
102,270
+8,570
45
$2.6M 1%
19,060
-40
46
$2.52M 0.97%
45,740
+740
47
$2.35M 0.9%
96,750
+45,570
48
$2.21M 0.85%
+99,470
49
$2.19M 0.84%
30,947
+754
50
$2.15M 0.83%
89,205
-1,100