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FIM

Friedberg Investment Management Portfolio holdings

AUM $61.9M
1-Year Est. Return 20.07%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$255M
AUM Growth
-$5.07M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$2.9M
2
+$2.62M
3
+$2.01M
4
FNGN
Financial Engines, Inc.
FNGN
+$1.45M
5
MMP
Magellan Midstream Partners, L.P.
MMP
+$1.34M

Top Sells

1
+$6.45M
2
+$3.7M
3
+$3.58M
4
CIVI
Civitas Resources
CIVI
+$1.7M
5
AMRE
AMREIT INC NEW COM STK
AMRE
+$1.61M

Sector Composition

1 Energy 21.31%
2 Real Estate 20.78%
3 Technology 12.68%
4 Industrials 10.09%
5 Consumer Discretionary 7.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.5M 4.14%
205,401
+3,819
2
$8.29M 3.25%
294,820
+30,140
3
$7.85M 3.08%
194,066
-1,050
4
$7.29M 2.86%
73,791
-5,470
5
$7.03M 2.76%
85,000
+16,360
6
$6.97M 2.73%
84,960
-780
7
$6.57M 2.58%
267,980
+2,750
8
$6.56M 2.57%
211,063
+1,010
9
$6.32M 2.48%
63,744
-1,525
10
$6.13M 2.41%
70,610
+15,550
11
$5.83M 2.29%
48,490
-590
12
$5.43M 2.13%
37,963
+703
13
$5.19M 2.04%
167,700
+5,760
14
$4.93M 1.93%
32,600
+3,510
15
$4.72M 1.85%
43,015
-570
16
$4.54M 1.78%
87,781
+10,247
17
$4.16M 1.63%
176,648
+2,580
18
$4.13M 1.62%
44,835
+4,485
19
$4.07M 1.6%
69,250
-400
20
$3.79M 1.49%
225,970
-1,460
21
$3.74M 1.47%
147,020
+47,550
22
$3.67M 1.44%
100,855
23
$3.59M 1.41%
48,380
-610
24
$3.57M 1.4%
252,621
+9,802
25
$3.51M 1.38%
51,272
+14,371
1
2 3 4 5