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
$464M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
139
New
Increased
Reduced
Closed

Top Buys

1
+$90.1M
2
+$20.2M
3
+$15.1M
4
VOD icon
Vodafone
VOD
+$15M
5
WFC icon
Wells Fargo
WFC
+$13.8M

Top Sells

No sells this quarter

Sector Composition

1 Energy 26.72%
2 Financials 14.78%
3 Technology 12.08%
4 Consumer Staples 8.06%
5 Healthcare 7.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$4.83M 0.97%
+121,700
27
$4.12M 0.83%
+116,494
28
$4.05M 0.82%
+188,367
29
$3.92M 0.79%
+35,420
30
$3.81M 0.77%
+91,004
31
$3.41M 0.69%
+77,625
32
$3.22M 0.65%
+73,759
33
$3.15M 0.64%
+70,432
34
$3.03M 0.61%
+29,571
35
$2.96M 0.6%
+58,736
36
$2.85M 0.57%
+158,971
37
$2.7M 0.54%
+55,388
38
$2.48M 0.5%
+83,525
39
$2.29M 0.46%
+47,018
40
$2.17M 0.44%
+223,310
41
$2.02M 0.41%
+85,870
42
$1.93M 0.39%
+51,695
43
$1.92M 0.39%
+200,000
44
$1.9M 0.38%
+136,354
45
$1.84M 0.37%
+55,007
46
$1.8M 0.36%
+41,394
47
$1.73M 0.35%
+39,165
48
$1.61M 0.32%
+168,792
49
$1.61M 0.32%
+27,278
50
$1.55M 0.31%
+27,475
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