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
$212M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.78M
3
+$1.67M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.25M
5
TEP
Tallgrass Energy Partners, LP
TEP
+$1.23M

Top Sells

1
+$4.36M
2
+$3.07M
3
+$2M
4
KRG icon
Kite Realty
KRG
+$1.89M
5
XPO icon
XPO
XPO
+$1.62M

Sector Composition

1 Real Estate 27.02%
2 Energy 17.22%
3 Industrials 12.09%
4 Utilities 11.35%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.23M 0.58%
+26,700
52
$1.19M 0.56%
30,770
-1,000
53
$1.18M 0.56%
12,645
+500
54
$1.17M 0.55%
34,540
55
$1.12M 0.53%
8,173
56
$1.07M 0.51%
35,460
+2,980
57
$1.06M 0.5%
18,150
-150
58
$1.03M 0.49%
+16,605
59
$1M 0.47%
+45,700
60
$976K 0.46%
+43,260
61
$955K 0.45%
20,830
62
$911K 0.43%
11,200
-700
63
$888K 0.42%
29,740
-6,450
64
$859K 0.41%
70,750
-12,500
65
$799K 0.38%
+9,580
66
$794K 0.38%
12,290
+300
67
$719K 0.34%
8,960
-3,000
68
$714K 0.34%
20,730
+1,700
69
$680K 0.32%
18,420
70
$655K 0.31%
50,530
71
$638K 0.3%
94,310
-3,500
72
$566K 0.27%
3,400
73
$545K 0.26%
20,815
+180
74
$540K 0.26%
5,764
75
$539K 0.25%
+17,770
1 2
3
4