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
$260M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$4.62M
3 +$3.71M
4
BHE icon
Benchmark Electronics
BHE
+$2.21M
5
USAC icon
USA Compression Partners
USAC
+$1.11M

Top Sells

1 +$6.18M
2 +$5.98M
3 +$3.53M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$2.9M
5
ALE icon
Allete
ALE
+$2.67M

Sector Composition

1 Energy 24.68%
2 Real Estate 17.22%
3 Industrials 13.71%
4 Technology 12.45%
5 Consumer Discretionary 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.13M 0.82%
42,060
+4,970
52
$2.12M 0.82%
46,790
-110
53
$2.02M 0.78%
32,350
+2,580
54
$1.94M 0.75%
13,080
+1,440
55
$1.92M 0.74%
11,670
+40
56
$1.9M 0.73%
118,720
-1,970
57
$1.73M 0.66%
11,500
+490
58
$1.61M 0.62%
70,321
+271
59
$1.61M 0.62%
106,810
60
$1.58M 0.61%
16,660
+2,080
61
$1.53M 0.59%
62,790
+13,740
62
$1.51M 0.58%
138,650
-10,400
63
$1.47M 0.57%
48,000
64
$1.38M 0.53%
68,430
-5,950
65
$1.35M 0.52%
35,800
-1,660
66
$1.3M 0.5%
8,173
67
$1.3M 0.5%
27,410
-1,990
68
$1.25M 0.48%
24,755
69
$1.23M 0.47%
75,792
+26,046
70
$1.11M 0.43%
29,550
+180
71
$1.09M 0.42%
+21,180
72
$1.02M 0.39%
29,990
+1,600
73
$994K 0.38%
8,970
+250
74
$964K 0.37%
+17,430
75
$958K 0.37%
19,870