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
$274M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$1.65M
3 +$1.6M
4
CIVI icon
Civitas Resources
CIVI
+$1.57M
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$1.31M

Top Sells

1 +$6.43M
2 +$4.8M
3 +$2.16M
4
RMD icon
ResMed
RMD
+$1.8M
5
EPL
EPL OIL & GAS, INC COMMON STK
EPL
+$1.64M

Sector Composition

1 Energy 26.71%
2 Industrials 14.47%
3 Real Estate 13.27%
4 Technology 9.36%
5 Utilities 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$960K 0.35%
213,760
-2,400
77
$892K 0.33%
8,720
+5,250
78
$842K 0.31%
33,050
+1,800
79
$821K 0.3%
+10,344
80
$785K 0.29%
49,746
+5,367
81
$781K 0.29%
27,054
-1,011
82
$758K 0.28%
+20,460
83
$749K 0.27%
+52,110
84
$743K 0.27%
+24,350
85
$674K 0.25%
15,630
+8,784
86
$525K 0.19%
+12,610
87
$523K 0.19%
+7,245
88
$505K 0.18%
5,900
89
$501K 0.18%
15,640
-400
90
$421K 0.15%
13,540
+2,500
91
$406K 0.15%
4,200
-4,450
92
$361K 0.13%
9,346
-8,844
93
$357K 0.13%
26,830
-4,950
94
$310K 0.11%
3,400
95
$261K 0.1%
10,600
96
$261K 0.1%
+2,596
97
$248K 0.09%
10,000
98
$212K 0.08%
+1,470
99
-19,125
100
-56,400