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
$275M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$3.04M
2 +$2.89M
3 +$2.5M
4
MIDD icon
Middleby
MIDD
+$2.42M
5
CLDT
Chatham Lodging
CLDT
+$2.35M

Top Sells

1 +$3.25M
2 +$3.1M
3 +$2.89M
4
EOG icon
EOG Resources
EOG
+$2.38M
5
MWIV
MWI VETERINARY SUPPLY, INC.
MWIV
+$2.13M

Sector Composition

1 Real Estate 21.2%
2 Energy 18.36%
3 Technology 12.58%
4 Industrials 11.06%
5 Utilities 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$868K 0.32%
+9,390
77
$867K 0.32%
39,350
+6,400
78
$863K 0.31%
49,010
-1,050
79
$843K 0.31%
+22,190
80
$820K 0.3%
20,190
-100
81
$797K 0.29%
12,110
-860
82
$742K 0.27%
20,130
83
$690K 0.25%
+28,770
84
$610K 0.22%
47,950
+7,250
85
$603K 0.22%
17,290
+2,060
86
$552K 0.2%
10,930
-7,380
87
$465K 0.17%
+6,200
88
$451K 0.16%
+9,860
89
$409K 0.15%
3,400
90
$331K 0.12%
23,680
-5,100
91
$324K 0.12%
11,400
92
$291K 0.11%
3,750
-550
93
$288K 0.1%
8,891
94
$282K 0.1%
625
-15
95
$264K 0.1%
5,330
96
$252K 0.09%
3,730
97
$250K 0.09%
4,170
-1,300
98
$238K 0.09%
3,200
99
$238K 0.09%
10,000
100
$208K 0.08%
2,456