FIM
Friedberg Investment Management Portfolio holdings
AUM
$61.9M
This Quarter Return
+7.34%
1 Year Return
+20.07%
3 Year Return
+44.71%
5 Year Return
–
10 Year Return
–
AUM
$230M
AUM Growth
+$230M
(+3.3%)
Cap. Flow
-$5.45M
Cap. Flow
% of AUM
-2.37%
Top 10 Holdings %
Top 10 Hldgs %
30.05%
Holding
100
New
9
Increased
27
Reduced
33
Closed
11
Top Buys
| 1 |
Polaris
PII
|
$3.81M |
| 2 |
Clearway Energy Class C
CWEN
|
$2.68M |
| 3 |
KMI.WS
Kinder Morgan Inc
KMI.WS
|
$1.96M |
| 4 |
AJRD
Aerojet Rocketdyne Holdings, Inc.
AJRD
|
$1.82M |
| 5 |
EPL
EPL OIL & GAS, INC COMMON STK
EPL
|
$755K |
Top Sells
| 1 |
STR
QUESTAR CORP
STR
|
$3.17M |
| 2 |
Clarus
CLAR
|
$2.79M |
| 3 |
ResMed
RMD
|
$2.58M |
| 4 |
SHFL
SHFL ENTMT INC
SHFL
|
$2.23M |
| 5 |
Kinder Morgan
KMI
|
$1.89M |
Sector Composition
| 1 | Energy | 25.26% |
| 2 | Real Estate | 15.38% |
| 3 | Industrials | 13.36% |
| 4 | Technology | 13.16% |
| 5 | Utilities | 6.24% |
