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
$232M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$2.59M
3
+$2.28M
4
HIW icon
Highwoods Properties
HIW
+$2.26M
5
NFX
Newfield Exploration
NFX
+$1.63M

Top Sells

1
+$2.29M
2
+$1.07M
3
+$888K
4
UDR icon
UDR
UDR
+$680K
5
VRSK icon
Verisk Analytics
VRSK
+$553K

Sector Composition

1 Real Estate 26.93%
2 Energy 17.89%
3 Industrials 10.5%
4 Utilities 10.36%
5 Healthcare 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.2M 1.38%
28,420
-100
27
$3.19M 1.37%
20,900
-710
28
$3.16M 1.36%
20,550
-470
29
$2.79M 1.2%
34,370
-6,810
30
$2.76M 1.19%
31,002
-1,050
31
$2.71M 1.17%
78,606
+7,127
32
$2.62M 1.13%
107,710
-2,800
33
$2.59M 1.12%
+27,560
34
$2.56M 1.1%
26,360
+5,080
35
$2.56M 1.1%
63,700
-4,300
36
$2.53M 1.09%
80,517
+7,117
37
$2.39M 1.03%
33,857
+1,010
38
$2.39M 1.03%
22,860
-3,010
39
$2.37M 1.02%
41,220
40
$2.28M 0.98%
+75,440
41
$2.26M 0.97%
+43,370
42
$2.25M 0.97%
89,480
+43,780
43
$2.13M 0.92%
10,310
44
$2.05M 0.88%
125,144
-2,627
45
$1.94M 0.84%
31,760
+3,440
46
$1.93M 0.83%
71,000
-400
47
$1.92M 0.83%
37,630
-1,700
48
$1.7M 0.73%
21,680
49
$1.67M 0.72%
59,650
-3,780
50
$1.67M 0.72%
24,090
-1,950
1
2
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