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
$232M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1 +$5.8M
2 +$2.59M
3 +$2.28M
4
HIW icon
Highwoods Properties
HIW
+$2.26M
5
NFX
Newfield Exploration
NFX
+$1.63M

Top Sells

1 +$2.29M
2 +$1.07M
3 +$888K
4
UDR icon
UDR
UDR
+$680K
5
VRSK icon
Verisk Analytics
VRSK
+$553K

Sector Composition

1 Real Estate 26.93%
2 Energy 17.89%
3 Industrials 10.5%
4 Utilities 10.36%
5 Healthcare 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-5,330
102
-35,460
103
-3,580
104
-29,740