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
$274M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$1.65M
3 +$1.6M
4
CIVI icon
Civitas Resources
CIVI
+$1.57M
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$1.31M

Top Sells

1 +$6.43M
2 +$4.8M
3 +$2.16M
4
RMD icon
ResMed
RMD
+$1.8M
5
EPL
EPL OIL & GAS, INC COMMON STK
EPL
+$1.64M

Sector Composition

1 Energy 26.71%
2 Industrials 14.47%
3 Real Estate 13.27%
4 Technology 9.36%
5 Utilities 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.11M 0.77%
45,000
-19,588
52
$2.07M 0.76%
37,090
+10,780
53
$2.06M 0.75%
149,050
-3,850
54
$1.98M 0.72%
200,345
+18,361
55
$1.93M 0.71%
11,630
-1,477
56
$1.86M 0.68%
29,770
57
$1.77M 0.65%
106,810
+3,364
58
$1.69M 0.62%
26,320
-33,560
59
$1.65M 0.6%
+11,640
60
$1.62M 0.59%
74,380
+15,350
61
$1.6M 0.59%
+11,010
62
$1.58M 0.58%
48,000
63
$1.45M 0.53%
37,460
+12,400
64
$1.42M 0.52%
8,173
-3,166
65
$1.42M 0.52%
29,400
66
$1.41M 0.51%
49,050
-300
67
$1.36M 0.5%
29,370
-670
68
$1.31M 0.48%
+51,180
69
$1.28M 0.47%
+70,050
70
$1.25M 0.46%
14,580
+540
71
$1.23M 0.45%
24,755
-20
72
$1.09M 0.4%
23,964
-3,722
73
$1.05M 0.38%
28,390
74
$1.03M 0.37%
15,060
+1,000
75
$982K 0.36%
19,870