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
$237M
AUM Growth
+$18M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
103
New
Increased
Reduced
Closed

Top Buys

1
+$4.55M
2
+$3.49M
3
+$2.59M
4
EPAM icon
EPAM Systems
EPAM
+$1.73M
5
KRE icon
SPDR S&P Regional Banking ETF
KRE
+$1.31M

Top Sells

1
+$2.55M
2
+$1.49M
3
+$1.37M
4
PLOW icon
Douglas Dynamics
PLOW
+$1.28M
5
SBUX icon
Starbucks
SBUX
+$1.2M

Sector Composition

1 Real Estate 26.06%
2 Energy 16.67%
3 Industrials 12.52%
4 Utilities 11.93%
5 Technology 8.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.4M 4.41%
115,943
+3,470
2
$9.42M 3.98%
122,463
-4,770
3
$8.29M 3.5%
68,193
-1,040
4
$7.12M 3.01%
121,080
+14,385
5
$6.93M 2.93%
64,840
-1,770
6
$6.42M 2.72%
167,906
+4,044
7
$6.22M 2.63%
45,564
-1,430
8
$5.8M 2.45%
209,577
9
$5.6M 2.37%
171,910
+190
10
$5.39M 2.28%
170,512
-21,030
11
$5.14M 2.17%
162,640
+143,680
12
$5.14M 2.17%
205,410
-5,340
13
$5.04M 2.13%
64,560
-3,600
14
$4.84M 2.05%
175,312
-4,663
15
$4.8M 2.03%
90,010
+7,790
16
$4.77M 2.02%
92,660
-5,980
17
$4.73M 2%
41,210
-2,290
18
$4.6M 1.94%
80,530
+1,040
19
$4.22M 1.79%
131,656
-2,520
20
$4.22M 1.78%
98,754
+2,218
21
$4.19M 1.77%
27,100
-950
22
$4.16M 1.76%
127,150
-9,200
23
$4.07M 1.72%
193,466
-3,433
24
$3.77M 1.59%
51,210
-480
25
$3.54M 1.5%
83,500
+21,000
1
2 3 4 5