FIM

Friedberg Investment Management Portfolio holdings

AUM $61.9M
1-Year Est. Return 20.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1
+$3.16M
2
+$2.78M
3
+$2.4M
4
CLDT
Chatham Lodging
CLDT
+$2.4M
5
CTRX
CATAMARAN CORP COM STK (CDA)
CTRX
+$2.14M

Top Sells

1
+$3.25M
2
+$3.1M
3
+$2.89M
4
EOG icon
EOG Resources
EOG
+$2.35M
5
MWIV
MWI VETERINARY SUPPLY, INC.
MWIV
+$2.13M

Sector Composition

1 Real Estate 21.2%
2 Energy 18.36%
3 Technology 12.58%
4 Industrials 11.06%
5 Utilities 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
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-1
102
– –
-9,860
103
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-224
104
– –
-24,930
105
– –
-10,541
106
– –
-82,305
107
– –
-63,001
108
– –
-91,124
109
– –
-99,880
110
– –
-100,640
111
– –
-12,550
1 2 3 4
5