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
$212M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.78M
3
+$1.67M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.25M
5
TEP
Tallgrass Energy Partners, LP
TEP
+$1.23M

Top Sells

1
+$4.36M
2
+$3.07M
3
+$2M
4
KRG icon
Kite Realty
KRG
+$1.89M
5
XPO icon
XPO
XPO
+$1.62M

Sector Composition

1 Real Estate 27.02%
2 Energy 17.22%
3 Industrials 12.09%
4 Utilities 11.35%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.07M 1.45%
32,052
-990
27
$2.73M 1.29%
62,340
+21,050
28
$2.65M 1.25%
28,520
-1,450
29
$2.6M 1.23%
41,220
-650
30
$2.55M 1.21%
25,870
+1,080
31
$2.54M 1.2%
71,400
+16,030
32
$2.39M 1.13%
68,000
+6,000
33
$2.39M 1.13%
32,847
-590
34
$2.32M 1.1%
21,280
+2,900
35
$2.29M 1.08%
43,370
36
$2.24M 1.06%
10,310
-210
37
$2.22M 1.05%
63,430
-3,950
38
$2.19M 1.03%
110,510
-5,400
39
$2.12M 1%
+73,400
40
$2.03M 0.96%
127,771
-1,501
41
$2.02M 0.96%
39,330
-250
42
$1.99M 0.94%
71,479
-281
43
$1.78M 0.84%
+28,320
44
$1.73M 0.82%
15,995
-450
45
$1.67M 0.79%
26,040
+4,980
46
$1.67M 0.79%
+78,120
47
$1.66M 0.78%
21,680
-400
48
$1.63M 0.77%
28,460
+250
49
$1.36M 0.64%
26,280
+2,900
50
$1.25M 0.59%
+59,400
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