FIM
Frontier Investment Management Portfolio holdings
AUM
$1.61B
This Quarter Return
+3.46%
1 Year Return
-1.93%
3 Year Return
+16.06%
5 Year Return
+36.24%
10 Year Return
–
AUM
$1.26B
AUM Growth
+$1.26B
(+5.1%)
Cap. Flow
+$25M
Cap. Flow
% of AUM
1.98%
Top 10 Holdings %
Top 10 Hldgs %
34.66%
Holding
267
New
31
Increased
94
Reduced
70
Closed
32
Top Buys
| 1 |
Kraft Heinz
KHC
|
$12M |
| 2 |
Adobe
ADBE
|
$11M |
| 3 |
General Mills
GIS
|
$8.13M |
| 4 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$7.78M |
| 5 |
Walmart
WMT
|
$5.75M |
Top Sells
| 1 |
SPDR S&P Oil & Gas Exploration & Production ETF
XOP
|
$30.7M |
| 2 |
PXD
Pioneer Natural Resource Co.
PXD
|
$11.3M |
| 3 |
Cisco
CSCO
|
$4.35M |
| 4 |
GXP
Great Plains Energy Incorporated
GXP
|
$4.17M |
| 5 |
Exxon Mobil
XOM
|
$3.57M |
Sector Composition
| 1 | Financials | 17.76% |
| 2 | Energy | 15.85% |
| 3 | Technology | 9.29% |
| 4 | Communication Services | 6.2% |
| 5 | Consumer Discretionary | 5.56% |
