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
$260M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$4.62M
3 +$3.71M
4
BHE icon
Benchmark Electronics
BHE
+$2.21M
5
USAC icon
USA Compression Partners
USAC
+$1.11M

Top Sells

1 +$6.18M
2 +$5.98M
3 +$3.53M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$2.9M
5
ALE icon
Allete
ALE
+$2.67M

Sector Composition

1 Energy 24.68%
2 Real Estate 17.22%
3 Industrials 13.71%
4 Technology 12.45%
5 Consumer Discretionary 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$950K 0.37%
+14,500
77
$929K 0.36%
24,850
+4,390
78
$903K 0.35%
+14,490
79
$816K 0.31%
+13,079
80
$805K 0.31%
+14,390
81
$786K 0.3%
27,054
82
$762K 0.29%
33,450
+400
83
$760K 0.29%
16,410
+3,800
84
$755K 0.29%
13,060
-2,000
85
$722K 0.28%
52,660
+550
86
$705K 0.27%
10,344
87
$635K 0.24%
+17,230
88
$543K 0.21%
+17,590
89
$529K 0.2%
5,950
+50
90
$466K 0.18%
7,245
91
$457K 0.18%
18,620
+2,980
92
$452K 0.17%
15,240
+1,700
93
$381K 0.15%
+10,541
94
$376K 0.14%
4,200
95
$339K 0.13%
28,830
+2,000
96
$300K 0.12%
3,400
97
$292K 0.11%
11,400
+800
98
$261K 0.1%
8,850
-15,500
99
$257K 0.1%
+9,500
100
$246K 0.09%
6,846
-8,784