FIM
Friedberg Investment Management Portfolio holdings
AUM
$61.9M
This Quarter Return
+7.1%
1 Year Return
+20.07%
3 Year Return
+44.71%
5 Year Return
–
10 Year Return
–
AUM
$233M
AUM Growth
+$233M
(-1.4%)
Cap. Flow
-$13.1M
Cap. Flow
% of AUM
-5.59%
Top 10 Holdings %
Top 10 Hldgs %
32.87%
Holding
101
New
7
Increased
21
Reduced
46
Closed
15
Top Buys
| 1 |
Waste Connections
WCN
|
$2.32M |
| 2 |
EPAM Systems
EPAM
|
$2M |
| 3 |
Rexford Industrial Realty
REXR
|
$1.75M |
| 4 |
SRLP
SPRAGUE RESOURCES LP
SRLP
|
$1.4M |
| 5 |
Equinix
EQIX
|
$1.07M |
Top Sells
| 1 |
DGI
DigitalGlobe Inc.
DGI
|
$3.96M |
| 2 |
Plains GP Holdings
PAGP
|
$2.69M |
| 3 |
HF Sinclair
DINO
|
$2.31M |
| 4 |
NorthWestern Energy
NWE
|
$2.09M |
| 5 |
OFC.PRJ
CORPORATE OFFICE PROPERTIES TR PFD SER J 7.625%
OFC.PRJ
|
$2.04M |
Sector Composition
| 1 | Real Estate | 28.26% |
| 2 | Industrials | 12.91% |
| 3 | Utilities | 12.19% |
| 4 | Energy | 12.02% |
| 5 | Technology | 10.33% |