FIM
Frontier Investment Management Portfolio holdings
AUM
$1.61B
This Quarter Return
+4.54%
1 Year Return
-1.93%
3 Year Return
+16.06%
5 Year Return
+36.24%
10 Year Return
–
AUM
$752M
AUM Growth
+$752M
(+17%)
Cap. Flow
+$89.3M
Cap. Flow
% of AUM
11.87%
Top 10 Holdings %
Top 10 Hldgs %
34.72%
Holding
216
New
28
Increased
71
Reduced
61
Closed
23
Top Buys
| 1 |
Wells Fargo
WFC
|
$16.4M |
| 2 |
Visa
V
|
$13.8M |
| 3 |
Walmart
WMT
|
$13.6M |
| 4 |
Verizon
VZ
|
$13.3M |
| 5 |
TC Energy
TRP
|
$9.35M |
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$27.1M |
| 2 |
Microsoft
MSFT
|
$6.57M |
| 3 |
AT&T
T
|
$6.23M |
| 4 |
Markel Group
MKL
|
$4.98M |
| 5 |
Intel
INTC
|
$4.92M |
Sector Composition
| 1 | Energy | 19.57% |
| 2 | Financials | 14.24% |
| 3 | Technology | 9.29% |
| 4 | Healthcare | 6.91% |
| 5 | Communication Services | 5.8% |
