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
$247M
AUM Growth
+$16.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
100
New
Increased
Reduced
Closed

Top Buys

1
+$2.62M
2
+$2.59M
3
+$2.39M
4
WLK icon
Westlake Corp
WLK
+$1.68M
5
SPG icon
Simon Property Group
SPG
+$1.48M

Top Sells

1
+$2.18M
2
+$2.08M
3
+$1.96M
4
XEL icon
Xcel Energy
XEL
+$1.84M
5
PNG
PAA NATURAL GAS STORAGE, L.P. COM UNIT LTD PARTNERSHIP
PNG
+$1.32M

Sector Composition

1 Energy 24.5%
2 Industrials 14.69%
3 Technology 14.14%
4 Real Estate 13%
5 Healthcare 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.93M 0.78%
29,493
+2,427
52
$1.9M 0.77%
105,660
-8,080
53
$1.87M 0.76%
64,010
-970
54
$1.77M 0.72%
113,526
-2,520
55
$1.74M 0.7%
19,750
+5,410
56
$1.68M 0.68%
+27,570
57
$1.59M 0.64%
29,630
-3,820
58
$1.57M 0.64%
48,000
59
$1.41M 0.57%
53,950
+725
60
$1.39M 0.56%
+18,670
61
$1.38M 0.56%
48,550
+28,180
62
$1.36M 0.55%
73,200
63
$1.35M 0.55%
32,250
-3,250
64
$1.25M 0.51%
+30,040
65
$1.23M 0.5%
18,710
66
$1.22M 0.49%
11,339
67
$1.18M 0.48%
14,000
-200
68
$1.17M 0.47%
50,700
-57,570
69
$1.1M 0.45%
25,775
-2,820
70
$1.08M 0.44%
27,713
-12,150
71
$997K 0.4%
55,030
-4,740
72
$922K 0.37%
201,360
+44,560
73
$846K 0.34%
28,390
-1,700
74
$839K 0.34%
19,870
75
$793K 0.32%
24,540
-67,353
1 2
3
4