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
$232M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$2.59M
3
+$2.28M
4
HIW icon
Highwoods Properties
HIW
+$2.26M
5
NFX
Newfield Exploration
NFX
+$1.63M

Top Sells

1
+$2.29M
2
+$1.07M
3
+$888K
4
UDR icon
UDR
UDR
+$680K
5
VRSK icon
Verisk Analytics
VRSK
+$553K

Sector Composition

1 Real Estate 26.93%
2 Energy 17.89%
3 Industrials 10.5%
4 Utilities 10.36%
5 Healthcare 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.67M 0.72%
14,865
-1,130
52
$1.63M 0.7%
+37,540
53
$1.6M 0.69%
+47,300
54
$1.54M 0.67%
29,680
+3,400
55
$1.5M 0.64%
27,620
-840
56
$1.44M 0.62%
8,173
57
$1.23M 0.53%
12,395
-250
58
$1.22M 0.53%
34,540
59
$1.21M 0.52%
+38,000
60
$1.19M 0.51%
24,600
-2,100
61
$1.17M 0.5%
54,400
-5,000
62
$1.13M 0.49%
46,890
+3,630
63
$1.1M 0.48%
29,570
-1,200
64
$1.07M 0.46%
+104,050
65
$1.03M 0.44%
16,605
66
$1.01M 0.44%
+41,250
67
$969K 0.42%
20,110
+9,600
68
$963K 0.42%
15,610
-2,540
69
$938K 0.4%
+12,610
70
$915K 0.39%
9,470
-110
71
$876K 0.38%
11,200
72
$875K 0.38%
20,830
73
$874K 0.38%
61,650
-9,100
74
$856K 0.37%
+21,430
75
$815K 0.35%
24,380
+3,650
1 2
3
4 5