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
$219M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$4.95M
2 +$2.76M
3 +$2.13M
4
MIDD icon
Middleby
MIDD
+$1.94M
5
BMS
Bemis
BMS
+$1.92M

Sector Composition

1 Real Estate 26.06%
2 Energy 18.58%
3 Utilities 10.81%
4 Industrials 10.57%
5 Technology 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.38M 0.63%
21,440
-2,650
52
$1.3M 0.59%
+56,100
53
$1.28M 0.58%
37,953
-47
54
$1.2M 0.55%
21,610
-6,010
55
$1.19M 0.54%
11,895
-500
56
$1.13M 0.52%
42,160
-4,730
57
$1.1M 0.5%
23,200
-1,400
58
$1.09M 0.5%
+19,270
59
$1.09M 0.5%
72,776
+23,189
60
$1.07M 0.49%
+34,250
61
$1.06M 0.48%
15,895
-710
62
$1.02M 0.47%
16,370
-17,487
63
$991K 0.45%
23,830
+3,000
64
$928K 0.42%
21,580
+150
65
$927K 0.42%
9,170
-300
66
$902K 0.41%
11,199
-1
67
$892K 0.41%
11,640
+1,330
68
$815K 0.37%
12,630
+20
69
$803K 0.37%
60,350
-1,300
70
$784K 0.36%
12,220
71
$757K 0.35%
91,650
-12,400
72
$725K 0.33%
23,680
-700
73
$665K 0.3%
43,050
-1,500
74
$649K 0.3%
11,060
+2,150
75
$633K 0.29%
48,130
-1,800