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
$237M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.49M
3
+$2.59M
4
EPAM icon
EPAM Systems
EPAM
+$1.73M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.31M

Top Sells

1
+$2.55M
2
+$1.49M
3
+$1.37M
4
PLOW icon
Douglas Dynamics
PLOW
+$1.28M
5
SBUX icon
Starbucks
SBUX
+$1.2M

Sector Composition

1 Real Estate 26.06%
2 Energy 16.67%
3 Industrials 12.52%
4 Utilities 11.93%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.74M 0.73%
21,630
52
$1.73M 0.73%
14,335
-130
53
$1.57M 0.66%
54,610
+12,450
54
$1.54M 0.65%
16,290
+9,300
55
$1.54M 0.65%
11,510
-6,940
56
$1.38M 0.58%
11,855
-40
57
$1.32M 0.56%
35,820
-1,480
58
$1.31M 0.56%
+24,070
59
$1.27M 0.54%
56,500
+400
60
$1.17M 0.49%
21,580
61
$1.16M 0.49%
16,420
+525
62
$1.16M 0.49%
+10,280
63
$1.12M 0.47%
117,350
+25,700
64
$1.01M 0.43%
22,590
-1,240
65
$996K 0.42%
10,220
+1,050
66
$984K 0.42%
12,800
+1,160
67
$921K 0.39%
7,980
-5,260
68
$913K 0.39%
19,030
-240
69
$895K 0.38%
13,770
-2,600
70
$890K 0.38%
10,733
-466
71
$788K 0.33%
14,220
+3,350
72
$772K 0.33%
45,050
+2,000
73
$745K 0.31%
16,180
+9,130
74
$741K 0.31%
22,200
-1,480
75
$668K 0.28%
11,060
1 2
3
4 5