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
$275M
AUM Growth
+$20.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
111
New
Increased
Reduced
Closed

Top Buys

1 +$3.04M
2 +$2.89M
3 +$2.5M
4
MIDD icon
Middleby
MIDD
+$2.42M
5
CLDT
Chatham Lodging
CLDT
+$2.35M

Top Sells

1 +$3.25M
2 +$3.1M
3 +$2.89M
4
EOG icon
EOG Resources
EOG
+$2.38M
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
-1
102
-224
103
-24,930
104
-10,541
105
-9,860
106
-82,305
107
-63,001
108
-91,124
109
-99,880
110
-100,640
111
-12,550