FIM

Frontier Investment Management Portfolio holdings

AUM $1.61B
1-Year Est. Return 1.93%
This Quarter Est. Return
1 Year Est. Return
-1.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.24B
AUM Growth
-$115M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
279
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$12.4M
3
+$11.1M
4
IP icon
International Paper
IP
+$8.87M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.12M

Top Sells

1
+$14.2M
2
+$6.64M
3
+$4.2M
4
AEP icon
American Electric Power
AEP
+$3.99M
5
OEC icon
Orion
OEC
+$3.31M

Sector Composition

1 Financials 18.18%
2 Energy 15.06%
3 Technology 10.65%
4 Communication Services 7.2%
5 Consumer Discretionary 6.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$0 ﹤0.01%
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0
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7 8 9
10
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