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
$219M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$4.95M
2 +$2.76M
3 +$2.13M
4
MIDD icon
Middleby
MIDD
+$1.94M
5
BMS
Bemis
BMS
+$1.92M

Sector Composition

1 Real Estate 26.06%
2 Energy 18.58%
3 Utilities 10.81%
4 Industrials 10.57%
5 Technology 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
$624K 0.29%
+10,870
77
$606K 0.28%
+6,990
78
$599K 0.27%
19,190
-15,350
79
$563K 0.26%
8,897
-400
80
$547K 0.25%
+18,960
81
$545K 0.25%
28,750
-25,650
82
$520K 0.24%
5,764
83
$505K 0.23%
13,100
84
$465K 0.21%
14,870
-2,900
85
$421K 0.19%
2,950
-450
86
$407K 0.19%
7,270
-12,840
87
$305K 0.14%
+8,430
88
$298K 0.14%
+7,050
89
$298K 0.14%
2,250
-320
90
$276K 0.13%
21,950
-37,700
91
$275K 0.13%
8,611
-157
92
$257K 0.12%
+5,760
93
$226K 0.1%
29,727
94
$225K 0.1%
+13,600
95
$215K 0.1%
6,200
96
$209K 0.1%
2,940
97
$209K 0.1%
+9,998
98
-85,810
99
-13,400
100
-31,002