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
$265M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.49M
3
+$1.99M
4
ALGN icon
Align Technology
ALGN
+$1.9M
5
CERN
Cerner Corp
CERN
+$1.82M

Top Sells

1
+$4.34M
2
+$4.18M
3
+$3.43M
4
WLK icon
Westlake Corp
WLK
+$2.8M
5
POWI icon
Power Integrations
POWI
+$2.71M

Sector Composition

1 Real Estate 20.02%
2 Energy 17.56%
3 Industrials 12.26%
4 Technology 10.63%
5 Utilities 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.04M 0.39%
42,600
+375
77
$999K 0.38%
17,306
78
$990K 0.37%
9,315
-75
79
$949K 0.36%
14,240
80
$945K 0.36%
39,350
81
$901K 0.34%
21,680
-400
82
$811K 0.31%
22,130
+2,000
83
$789K 0.3%
12,460
+350
84
$740K 0.28%
48,210
-800
85
$665K 0.25%
53,630
+5,680
86
$645K 0.24%
+11,500
87
$631K 0.24%
23,400
-15,908
88
$547K 0.21%
17,190
-100
89
$439K 0.17%
3,400
90
$411K 0.16%
6,850
+2,680
91
$393K 0.15%
9,860
92
$321K 0.12%
11,400
93
$318K 0.12%
625
94
$305K 0.12%
3,750
95
$294K 0.11%
8,768
-123
96
$272K 0.1%
6,170
-14,020
97
$262K 0.1%
5,330
98
$243K 0.09%
3,730
99
$234K 0.09%
+2,060
100
$214K 0.08%
3,200
1 2 3
4
5