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
$265M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.49M
3
+$1.99M
4
ALGN icon
Align Technology
ALGN
+$1.9M
5
CERN
Cerner Corp
CERN
+$1.82M

Top Sells

1
+$4.34M
2
+$4.18M
3
+$3.43M
4
WLK icon
Westlake Corp
WLK
+$2.8M
5
POWI icon
Power Integrations
POWI
+$2.71M

Sector Composition

1 Real Estate 20.02%
2 Energy 17.56%
3 Industrials 12.26%
4 Technology 10.63%
5 Utilities 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.04M 0.77%
11,800
+70
52
$2.04M 0.77%
31,070
-1,140
53
$1.99M 0.75%
+90,354
54
$1.98M 0.75%
52,510
+30,320
55
$1.97M 0.74%
124,862
+938
56
$1.9M 0.72%
+30,280
57
$1.89M 0.71%
86,294
-90,274
58
$1.82M 0.69%
+26,370
59
$1.77M 0.67%
23,120
+16,920
60
$1.74M 0.65%
8,173
61
$1.71M 0.64%
40,190
-830
62
$1.61M 0.61%
33,195
+9,875
63
$1.61M 0.61%
18,050
-260
64
$1.6M 0.6%
62,290
-1,100
65
$1.59M 0.6%
53,980
+7,750
66
$1.56M 0.59%
81,320
-520
67
$1.52M 0.57%
17,400
-1,440
68
$1.46M 0.55%
23,600
-640
69
$1.42M 0.53%
47,310
+18,540
70
$1.3M 0.49%
83,680
-300
71
$1.28M 0.48%
41,650
-1,100
72
$1.2M 0.45%
35,040
-1,000
73
$1.18M 0.44%
+94,950
74
$1.09M 0.41%
33,220
75
$1.08M 0.41%
34,140
+780
1 2
3
4 5