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
$237M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.49M
3
+$2.59M
4
EPAM icon
EPAM Systems
EPAM
+$1.73M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.31M

Top Sells

1
+$2.55M
2
+$1.49M
3
+$1.37M
4
PLOW icon
Douglas Dynamics
PLOW
+$1.28M
5
SBUX icon
Starbucks
SBUX
+$1.2M

Sector Composition

1 Real Estate 26.06%
2 Energy 16.67%
3 Industrials 12.52%
4 Utilities 11.93%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.49M 1.47%
+105,340
27
$3.43M 1.45%
20,453
-600
28
$3.35M 1.42%
44,340
+22,900
29
$3.35M 1.41%
43,038
-60
30
$3.33M 1.41%
30,178
-972
31
$2.72M 1.15%
26,760
-400
32
$2.69M 1.14%
21,660
-400
33
$2.69M 1.14%
25,280
-1,200
34
$2.69M 1.14%
85,945
-7,915
35
$2.67M 1.13%
90,420
+3,600
36
$2.6M 1.1%
109,210
+1,500
37
$2.59M 1.1%
+96,128
38
$2.31M 0.97%
81,350
-500
39
$2.3M 0.97%
28,330
-1,770
40
$2.23M 0.94%
71,390
-2,150
41
$2.15M 0.91%
32,400
+790
42
$2.09M 0.88%
35,670
-1,650
43
$2.06M 0.87%
41,900
-940
44
$2.04M 0.86%
61,600
+27,350
45
$1.91M 0.81%
73,700
-3,667
46
$1.87M 0.79%
112,707
+39,931
47
$1.85M 0.78%
51,700
+1,400
48
$1.83M 0.77%
27,080
+14,860
49
$1.82M 0.77%
34,180
+10,980
50
$1.81M 0.77%
37,910
+5,380
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