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
$274M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$1.65M
3 +$1.6M
4
CIVI icon
Civitas Resources
CIVI
+$1.57M
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$1.31M

Top Sells

1 +$6.43M
2 +$4.8M
3 +$2.16M
4
RMD icon
ResMed
RMD
+$1.8M
5
EPL
EPL OIL & GAS, INC COMMON STK
EPL
+$1.64M

Sector Composition

1 Energy 26.71%
2 Industrials 14.47%
3 Real Estate 13.27%
4 Technology 9.36%
5 Utilities 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-40,260
102
-22,510
103
-24,540
104
-42,470
105
-221,750