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
$265M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.49M
3
+$1.99M
4
ALGN icon
Align Technology
ALGN
+$1.9M
5
CERN
Cerner Corp
CERN
+$1.82M

Top Sells

1
+$4.34M
2
+$4.18M
3
+$3.43M
4
WLK icon
Westlake Corp
WLK
+$2.8M
5
POWI icon
Power Integrations
POWI
+$2.71M

Sector Composition

1 Real Estate 20.02%
2 Energy 17.56%
3 Industrials 12.26%
4 Technology 10.63%
5 Utilities 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$209K 0.08%
10,000
102
$204K 0.08%
2,456
103
– –
-142,720
104
– –
-18,090
105
– –
-103,920
106
– –
-38,990
107
– –
-10,930
108
– –
-23,680
1 2 3 4
5