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
$631M
AUM Growth
+$69.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
173
New
Increased
Reduced
Closed

Top Buys

1
+$8.39M
2
+$6.42M
3
+$6.34M
4
ISBC
Investors Bancorp, Inc.
ISBC
+$4.36M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$4.27M

Top Sells

1
+$8.89M
2
+$6.55M
3
+$5.56M
4
VOD icon
Vodafone
VOD
+$5.54M
5
UNT
UNIT Corporation
UNT
+$5.22M

Sector Composition

1 Energy 31.36%
2 Financials 13.62%
3 Technology 12.01%
4 Healthcare 7.53%
5 Consumer Staples 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.97M 1.1%
142,758
+13,682
27
$6.55M 1.04%
155,113
+4,305
28
$6.47M 1.02%
178,159
+39,413
29
$6.42M 1.01%
+302,056
30
$6.34M 1%
+242,490
31
$6.32M 1%
120,524
+47,312
32
$6.25M 0.99%
132,136
-1,340
33
$6.14M 0.97%
83,918
+5,076
34
$5.96M 0.94%
164,771
+12,322
35
$5.63M 0.89%
155,430
-1,410
36
$5.4M 0.85%
74,804
+5,295
37
$5.22M 0.82%
70,690
+5,276
38
$4.64M 0.73%
98,552
+10,432
39
$4.62M 0.73%
213,448
-11,859
40
$4.36M 0.69%
+394,615
41
$4.16M 0.66%
197,204
+20,029
42
$3.83M 0.61%
399,479
-3,081
43
$3.67M 0.58%
108,184
+11,323
44
$3.41M 0.54%
127,953
-25
45
$3.06M 0.48%
99,746
+6,061
46
$3.04M 0.48%
66,549
+8,297
47
$2.98M 0.47%
85,735
+13,340
48
$2.92M 0.46%
87,535
-166,048
49
$2.85M 0.45%
110,867
50
$2.59M 0.41%
31,547
+10,158
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