FIM
Friedberg Investment Management Portfolio holdings
AUM
$61.9M
This Quarter Return
+10.32%
1 Year Return
+20.07%
3 Year Return
+44.71%
5 Year Return
–
10 Year Return
–
AUM
$212M
AUM Growth
+$212M
(+5.6%)
Cap. Flow
-$4.11M
Cap. Flow
% of AUM
-1.94%
Top 10 Holdings %
Top 10 Hldgs %
33.55%
Holding
99
New
13
Increased
20
Reduced
41
Closed
10
Top Buys
| 1 |
UNIT
Uniti Group
UNIT
|
$2.12M |
| 2 |
Black Hills Corp
BKH
|
$1.79M |
| 3 |
DGI
DigitalGlobe Inc.
DGI
|
$1.67M |
| 4 |
DOC
PHYSICIANS REALTY TRUST
DOC
|
$1.25M |
| 5 |
TEP
Tallgrass Energy Partners, LP
TEP
|
$1.23M |
Top Sells
| 1 |
NATI
National Instruments Corp
NATI
|
$4.36M |
| 2 |
Sunoco
SUN
|
$3.07M |
| 3 |
Walt Disney
DIS
|
$2M |
| 4 |
Kite Realty
KRG
|
$1.89M |
| 5 |
XPO
XPO
|
$1.62M |
Sector Composition
| 1 | Real Estate | 27.02% |
| 2 | Energy | 17.22% |
| 3 | Industrials | 12.09% |
| 4 | Utilities | 11.35% |
| 5 | Healthcare | 8.5% |
