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
$212M
AUM Growth
+$11.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$2.12M
2
+$1.78M
3
+$1.67M
4
DOC
PHYSICIANS REALTY TRUST
DOC
+$1.25M
5
TEP
Tallgrass Energy Partners, LP
TEP
+$1.23M

Top Sells

1
+$4.36M
2
+$3.07M
3
+$2M
4
KRG icon
Kite Realty
KRG
+$1.89M
5
XPO icon
XPO
XPO
+$1.62M

Sector Composition

1 Real Estate 27.02%
2 Energy 17.22%
3 Industrials 12.09%
4 Utilities 11.35%
5 Healthcare 8.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.87M 4.66%
129,820
+4,370
2
$9.72M 4.59%
109,620
-770
3
$8.25M 3.9%
72,610
+110
4
$7.22M 3.41%
62,689
-3,580
5
$6.92M 3.27%
55,870
-1,020
6
$6.84M 3.23%
75,430
-2,620
7
$6M 2.83%
107,750
-1,960
8
$5.42M 2.56%
164,877
-2,854
9
$5.41M 2.56%
196,942
-1,800
10
$5.36M 2.53%
183,145
+5,350
11
$5.22M 2.47%
108,645
-15,660
12
$5.15M 2.43%
73,320
-1,700
13
$5.14M 2.43%
216,100
-12,100
14
$4.4M 2.08%
95,526
+1,616
15
$4.37M 2.07%
201,890
-3,700
16
$3.94M 1.86%
120,868
17
$3.88M 1.83%
45,925
-1,150
18
$3.86M 1.83%
121,920
-3,000
19
$3.83M 1.81%
80,630
-1,600
20
$3.81M 1.8%
47,280
-200
21
$3.48M 1.64%
21,020
22
$3.46M 1.63%
33,420
-735
23
$3.4M 1.61%
42,240
+2,020
24
$3.39M 1.6%
21,610
+4,610
25
$3.34M 1.58%
41,180
-1,600
1
2 3 4