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
$274M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
106
New
Increased
Reduced
Closed

Top Buys

1
+$4.01M
2
+$1.65M
3
+$1.6M
4
CIVI icon
Civitas Resources
CIVI
+$1.57M
5
FLIR
FLIR Systems, Inc. (DE) Common Stock
FLIR
+$1.31M

Top Sells

1
+$6.43M
2
+$4.8M
3
+$2.16M
4
RMD icon
ResMed
RMD
+$1.8M
5
EPL
EPL OIL & GAS, INC COMMON STK
EPL
+$1.64M

Sector Composition

1 Energy 26.71%
2 Industrials 14.47%
3 Real Estate 13.27%
4 Technology 9.36%
5 Utilities 6.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$11.8M 4.3%
196,184
-7,162
2
$7.92M 2.89%
47,430
+300
3
$7.21M 2.63%
197,746
+550
4
$7.12M 2.6%
79,141
-910
5
$6.89M 2.51%
258,110
+16,150
6
$6.87M 2.51%
131,440
-600
7
$6.58M 2.4%
86,770
+5,100
8
$6.36M 2.32%
196,328
-8,205
9
$6.18M 2.26%
257,520
+23,590
10
$5.98M 2.18%
77,241
-3,390
11
$5.77M 2.1%
68,640
+12,710
12
$5.44M 1.99%
65,769
-330
13
$5.38M 1.96%
68,910
+4,940
14
$5.03M 1.84%
43,685
-140
15
$5.01M 1.83%
75,070
-770
16
$4.78M 1.74%
40,900
-41,060
17
$4.56M 1.66%
36,170
+2,880
18
$4.55M 1.66%
55,060
+11,860
19
$4.49M 1.64%
172,472
-2,184
20
$4.32M 1.58%
100,555
+5,030
21
$4.31M 1.57%
273,850
-7,240
22
$4.18M 1.53%
655
+246
23
$4.07M 1.48%
38,740
-1,150
24
$4.01M 1.46%
+61,210
25
$3.76M 1.37%
28,890
1
2 3 4 5