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
$219M
AUM Growth
-$13.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
108
New
Increased
Reduced
Closed

Top Sells

1 +$4.95M
2 +$2.76M
3 +$2.13M
4
MIDD icon
Middleby
MIDD
+$1.94M
5
BMS
Bemis
BMS
+$1.92M

Sector Composition

1 Real Estate 26.06%
2 Energy 18.58%
3 Utilities 10.81%
4 Industrials 10.57%
5 Technology 8.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$9.62M 4.4%
127,233
-2,387
2
$8.93M 4.08%
112,473
-2,057
3
$7.32M 3.35%
69,233
-2,697
4
$6.34M 2.9%
209,577
5
$6.18M 2.83%
191,542
-5,000
6
$6.16M 2.82%
66,610
-5,500
7
$6.05M 2.77%
46,994
-15,045
8
$6.03M 2.76%
163,862
+699
9
$5.66M 2.59%
68,160
-1,740
10
$5.59M 2.56%
106,695
+750
11
$5.29M 2.42%
171,720
+164,390
12
$5.03M 2.3%
210,750
-250
13
$4.87M 2.23%
179,975
-9,400
14
$4.41M 2.02%
98,640
-5,800
15
$4.4M 2.01%
82,220
+310
16
$4.26M 1.95%
79,490
-4,400
17
$4.18M 1.91%
43,500
-640
18
$4.16M 1.9%
196,899
-1,161
19
$4.01M 1.83%
134,176
+15,108
20
$3.91M 1.79%
136,350
+7,030
21
$3.71M 1.7%
51,690
+4,340
22
$3.66M 1.67%
96,536
-1,054
23
$3.46M 1.58%
31,150
-1,585
24
$3.37M 1.54%
21,053
+153
25
$3.29M 1.5%
28,050
-370