FIM
Friedberg Investment Management Portfolio holdings
AUM
$61.9M
This Quarter Return
+3.5%
1 Year Return
+20.07%
3 Year Return
+44.71%
5 Year Return
–
10 Year Return
–
AUM
$255M
AUM Growth
+$255M
(-2%)
Cap. Flow
-$2.73M
Cap. Flow
% of AUM
-1.07%
Top 10 Holdings %
Top 10 Hldgs %
28.86%
Holding
117
New
15
Increased
49
Reduced
28
Closed
15
Top Buys
| 1 |
Dorman Products
DORM
|
$3.03M |
| 2 |
Alexandria Real Estate Equities
ARE
|
$2.78M |
| 3 |
Kite Realty
KRG
|
$2.18M |
| 4 |
FNGN
Financial Engines, Inc.
FNGN
|
$1.54M |
| 5 |
MMP
Magellan Midstream Partners, L.P.
MMP
|
$1.35M |
Top Sells
| 1 |
Ametek
AME
|
$6.45M |
| 2 |
GWR
Genesee & Wyoming Inc.
GWR
|
$3.7M |
| 3 |
TYPE
Monotype Imaging Holdings Inc.
TYPE
|
$3.58M |
| 4 |
AMRE
AMREIT INC NEW COM STK
AMRE
|
$1.62M |
| 5 |
Clarus
CLAR
|
$1.59M |
Sector Composition
| 1 | Energy | 21.31% |
| 2 | Real Estate | 20.78% |
| 3 | Technology | 12.68% |
| 4 | Industrials | 10.09% |
| 5 | Consumer Discretionary | 7.62% |
