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
$232M
AUM Growth
+$20.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
104
New
Increased
Reduced
Closed

Top Buys

1
+$5.8M
2
+$2.59M
3
+$2.28M
4
HIW icon
Highwoods Properties
HIW
+$2.26M
5
NFX
Newfield Exploration
NFX
+$1.63M

Top Sells

1
+$2.29M
2
+$1.07M
3
+$888K
4
UDR icon
UDR
UDR
+$680K
5
VRSK icon
Verisk Analytics
VRSK
+$553K

Sector Composition

1 Real Estate 26.93%
2 Energy 17.89%
3 Industrials 10.5%
4 Utilities 10.36%
5 Healthcare 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$9.17M 3.95%
129,620
-200
2
$8.48M 3.65%
114,530
+4,910
3
$8.15M 3.51%
71,930
-680
4
$7.67M 3.31%
62,039
-650
5
$6.68M 2.88%
72,110
-3,320
6
$6.17M 2.66%
196,542
-400
7
$6.12M 2.64%
54,510
-1,360
8
$5.8M 2.5%
+209,577
9
$5.71M 2.46%
69,900
-3,420
10
$5.6M 2.41%
163,163
-1,714
11
$5.28M 2.27%
105,945
-2,700
12
$5.23M 2.26%
189,375
+6,230
13
$5.17M 2.23%
211,000
-5,100
14
$4.97M 2.14%
104,440
-3,310
15
$4.35M 1.87%
198,060
-3,830
16
$4.29M 1.85%
121,070
-850
17
$4.26M 1.84%
81,910
+1,280
18
$4.14M 1.78%
44,140
+1,900
19
$4.08M 1.76%
97,590
+2,064
20
$4.06M 1.75%
83,890
+21,550
21
$3.73M 1.61%
47,350
+70
22
$3.64M 1.57%
119,068
-1,800
23
$3.56M 1.53%
32,735
-685
24
$3.56M 1.53%
129,320
+51,200
25
$3.4M 1.47%
45,445
-480
1
2 3 4 5