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
$237M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.49M
3
+$2.59M
4
EPAM icon
EPAM Systems
EPAM
+$1.73M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.31M

Top Sells

1
+$2.55M
2
+$1.49M
3
+$1.37M
4
PLOW icon
Douglas Dynamics
PLOW
+$1.28M
5
SBUX icon
Starbucks
SBUX
+$1.2M

Sector Composition

1 Real Estate 26.06%
2 Energy 16.67%
3 Industrials 12.52%
4 Utilities 11.93%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-19,190
102
– –
-14,870
103
– –
-37,953
1 2 3 4
5