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
$265M
AUM Growth
-$9.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Buys

1
+$2.52M
2
+$2.49M
3
+$1.99M
4
ALGN icon
Align Technology
ALGN
+$1.9M
5
CERN
Cerner Corp
CERN
+$1.82M

Top Sells

1
+$4.34M
2
+$4.18M
3
+$3.43M
4
WLK icon
Westlake Corp
WLK
+$2.8M
5
POWI icon
Power Integrations
POWI
+$2.71M

Sector Composition

1 Real Estate 20.02%
2 Energy 17.56%
3 Industrials 12.26%
4 Technology 10.63%
5 Utilities 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.84M 3.71%
87,709
+360
2
$9.06M 3.42%
299,630
+3,160
3
$8.51M 3.21%
38,303
+1,050
4
$8.07M 3.05%
88,510
+920
5
$8.01M 3.02%
109,155
+1,005
6
$7.4M 2.79%
169,826
-34,869
7
$7.27M 2.74%
246,653
+95
8
$6.8M 2.56%
72,870
-1,961
9
$6.67M 2.52%
70,790
-100
10
$6.17M 2.33%
41,665
+3,815
11
$5.9M 2.23%
377,876
-5,407
12
$5.87M 2.22%
51,490
+610
13
$5.36M 2.02%
267,870
-510
14
$5.36M 2.02%
192,770
+8,420
15
$5.33M 2.01%
77,439
+19,605
16
$4.63M 1.75%
145,094
-673
17
$4.47M 1.69%
142,350
+600
18
$4.28M 1.61%
37,225
+10,240
19
$3.69M 1.39%
81,300
-300
20
$3.69M 1.39%
32,350
-1,120
21
$3.59M 1.36%
58,820
-71,032
22
$3.55M 1.34%
227,570
+2,100
23
$3.44M 1.3%
47,220
+2,180
24
$3.4M 1.28%
71,340
+4,910
25
$3.38M 1.28%
29,210
+9,390
1
2 3 4 5