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
$260M
AUM Growth
-$14.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
113
New
Increased
Reduced
Closed

Top Buys

1 +$5.49M
2 +$4.62M
3 +$3.71M
4
BHE icon
Benchmark Electronics
BHE
+$2.21M
5
USAC icon
USA Compression Partners
USAC
+$1.11M

Top Sells

1 +$6.18M
2 +$5.98M
3 +$3.53M
4
SDRL
Seadrill Limited Common Stock
SDRL
+$2.9M
5
ALE icon
Allete
ALE
+$2.67M

Sector Composition

1 Energy 24.68%
2 Real Estate 17.22%
3 Industrials 13.71%
4 Technology 12.45%
5 Consumer Discretionary 6.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
$244K 0.09%
2,596
102
$222K 0.09%
10,000
103
-213,760
104
-26,320
105
-51,928
106
-23,964
107
-116,968
108
-1,470
109
-77,241
110
-271
111
-257,520
112
-9,346