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
$275M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$3.04M
2 +$2.89M
3 +$2.5M
4
MIDD icon
Middleby
MIDD
+$2.42M
5
CLDT
Chatham Lodging
CLDT
+$2.35M

Top Sells

1 +$3.25M
2 +$3.1M
3 +$2.89M
4
EOG icon
EOG Resources
EOG
+$2.38M
5
MWIV
MWI VETERINARY SUPPLY, INC.
MWIV
+$2.13M

Sector Composition

1 Real Estate 21.2%
2 Energy 18.36%
3 Technology 12.58%
4 Industrials 11.06%
5 Utilities 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$3.54M 1.29%
30,975
-12,040
27
$3.51M 1.28%
33,470
+27,520
28
$3.43M 1.25%
142,720
-4,300
29
$3.32M 1.21%
127,660
-320
30
$3.3M 1.2%
66,430
+3,750
31
$3.21M 1.17%
45,040
+1,000
32
$3.16M 1.15%
26,985
+10,155
33
$3.04M 1.11%
31,044
-296
34
$3.04M 1.1%
+57,550
35
$2.86M 1.04%
90,245
-10,610
36
$2.8M 1.02%
38,990
+680
37
$2.79M 1.01%
16,825
+5,995
38
$2.73M 0.99%
31,136
-660
39
$2.71M 0.98%
103,920
-26,780
40
$2.67M 0.97%
121,630
-7,790
41
$2.64M 0.96%
17,400
42
$2.6M 0.94%
31,165
-80
43
$2.58M 0.94%
50,240
-200
44
$2.56M 0.93%
47,670
-650
45
$2.54M 0.92%
42,260
46
$2.49M 0.91%
32,210
-140
47
$2.49M 0.91%
137,806
+30,996
48
$2.46M 0.9%
74,770
+833
49
$2.42M 0.88%
86,057
+10,217
50
$2.35M 0.85%
+79,910