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
$275M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$3.04M
2 +$2.89M
3 +$2.5M
4
MIDD icon
Middleby
MIDD
+$2.42M
5
CLDT
Chatham Lodging
CLDT
+$2.35M

Top Sells

1 +$3.25M
2 +$3.1M
3 +$2.89M
4
EOG icon
EOG Resources
EOG
+$2.38M
5
MWIV
MWI VETERINARY SUPPLY, INC.
MWIV
+$2.13M

Sector Composition

1 Real Estate 21.2%
2 Energy 18.36%
3 Technology 12.58%
4 Industrials 11.06%
5 Utilities 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$2.3M 0.83%
+62,900
52
$2.29M 0.83%
11,730
-50
53
$2.28M 0.83%
19,820
+3,820
54
$2.25M 0.82%
47,640
+2,500
55
$2.1M 0.76%
63,390
+300
56
$2.08M 0.76%
123,924
+38,187
57
$1.75M 0.64%
18,310
-1,260
58
$1.73M 0.63%
18,840
-25,995
59
$1.72M 0.62%
41,020
-1,000
60
$1.68M 0.61%
81,840
+400
61
$1.62M 0.59%
24,240
-230
62
$1.5M 0.55%
42,750
+13,210
63
$1.48M 0.54%
8,173
64
$1.46M 0.53%
36,040
+4,200
65
$1.44M 0.52%
+46,230
66
$1.26M 0.46%
23,320
+3,200
67
$1.16M 0.42%
33,360
-130
68
$1.15M 0.42%
17,306
-296
69
$1.11M 0.41%
33,220
+17,500
70
$1.08M 0.39%
39,308
-982
71
$1.01M 0.37%
22,080
+3,850
72
$954K 0.35%
42,225
+3,025
73
$939K 0.34%
14,240
-250
74
$879K 0.32%
83,980
+18,050
75
$872K 0.32%
18,090
-5,100