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
$233M
AUM Growth
-$3.19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
101
New
Increased
Reduced
Closed

Top Buys

1 +$2M
2 +$1.75M
3 +$1.4M
4
EQIX icon
Equinix
EQIX
+$1.07M
5
DEA
Easterly Government Properties
DEA
+$1.06M

Sector Composition

1 Real Estate 28.26%
2 Industrials 12.91%
3 Utilities 12.19%
4 Energy 12.02%
5 Technology 10.33%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
OFC.PRJ
101
DELISTED
CORPORATE OFFICE PROPERTIES TR PFD SER J 7.625%
OFC.PRJ
-61,600