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
1 2 3 4
5