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
$265M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.49M
3
+$1.99M
4
ALGN icon
Align Technology
ALGN
+$1.9M
5
CERN
Cerner Corp
CERN
+$1.82M

Top Sells

1
+$4.34M
2
+$4.18M
3
+$3.43M
4
WLK icon
Westlake Corp
WLK
+$2.8M
5
POWI icon
Power Integrations
POWI
+$2.71M

Sector Composition

1 Real Estate 20.02%
2 Energy 17.56%
3 Industrials 12.26%
4 Technology 10.63%
5 Utilities 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.23M 1.22%
25,220
27
$3.22M 1.21%
50,200
+1,820
28
$3.19M 1.2%
30,786
-350
29
$3.13M 1.18%
67,270
-4,130
30
$3.09M 1.17%
126,068
-1,592
31
$3.08M 1.16%
32,295
+1,320
32
$3.05M 1.15%
121,870
+240
33
$2.98M 1.13%
78,580
+15,680
34
$2.94M 1.11%
15,935
-890
35
$2.91M 1.1%
90,245
36
$2.73M 1.03%
154,186
+16,380
37
$2.71M 1.02%
30,949
-95
38
$2.56M 0.96%
55,105
-2,445
39
$2.55M 0.96%
47,640
40
$2.52M 0.95%
+50,880
41
$2.49M 0.94%
+92,240
42
$2.35M 0.89%
17,400
43
$2.3M 0.87%
42,060
-200
44
$2.25M 0.85%
49,700
-540
45
$2.24M 0.84%
45,940
-1,730
46
$2.23M 0.84%
74,570
-200
47
$2.21M 0.83%
31,176
+11
48
$2.13M 0.8%
80,587
+677
49
$2.07M 0.78%
84,637
-1,420
50
$2.05M 0.77%
63,580
-129,986
1
2
3 4 5