FIM
Friedberg Investment Management Portfolio holdings
AUM
$61.9M
1-Year Est. Return
20.07%
1 Year Est. Return
+20.07%
AUM
$61.9M
AUM Growth
-$172M
(-73%)
Holding
88
Top Sells
| 1 | +$8.57M | |
| 2 | +$7.7M | |
| 3 | +$6.44M | |
| 4 |
American Tower
AMT
|
+$5.94M |
| 5 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
+$5.88M |
Sector Composition
| 1 | Real Estate | 24.83% |
| 2 | Industrials | 17.32% |
| 3 | Utilities | 13.61% |
| 4 | Technology | 11.66% |
| 5 | Energy | 11.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
76
Ligand Pharmaceuticals
LGND
$3.54B
| – | – |
-6,765
|
|
||
77
LKQ Corp
LKQ
$7.73B
| – | – |
-7,800
|
|
||
78
Lowe's Companies
LOW
$137B
| – | – |
-2,940
|
|
||
79
Pembina Pipeline
PBA
$22B
| – | – |
-16,067
|
|
||
80
Petrobras
PBR
$75B
| – | – |
-20,552
|
|
||
81
Sun Communities
SUI
$15.5B
| – | – |
-18,980
|
|
||
82
Tyler Technologies
TYL
$21.9B
| – | – |
-2,850
|
|
||
|
UNIT
83
Uniti Group
UNIT
$1.39B
| – | – |
-68,191
|
|
||
84
Western Midstream Partners
WES
$14.9B
| – | – |
-15,030
|
|
||
85
Exxon Mobil
XOM
$479B
| – | – |
-4,864
|
|
||
|
OKS
86
DELISTED
Oneok Partners LP
OKS
| – | – |
-20,280
|
|
||
|
DGI
87
DELISTED
DigitalGlobe Inc.
DGI
| – | – |
-8,000
|
|
||
|
DOC
88
DELISTED
PHYSICIANS REALTY TRUST
DOC
| – | – |
-28,784
|
|