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
51
$1.53M 0.31%
+47,853
52
$1.42M 0.29%
+92,061
53
$1.4M 0.28%
+21,145
54
$1.38M 0.28%
+12,311
55
$1.35M 0.27%
+47,493
56
$1.34M 0.27%
+50,000
57
$1.31M 0.26%
+42,800
58
$1.3M 0.26%
+25,319
59
$1.13M 0.23%
+22,553
60
$1.13M 0.23%
+51,438
61
$1.13M 0.23%
+10,208
62
$1.1M 0.22%
+172,196
63
$1.1M 0.22%
+31,577
64
$1.09M 0.22%
+20,648
65
$1.07M 0.22%
+40,009
66
$1.06M 0.21%
+17,533
67
$1.04M 0.21%
+14,308
68
$1.03M 0.21%
+210,000
69
$995K 0.2%
+169,240
70
$988K 0.2%
+45,048
71
$892K 0.18%
+26,015
72
$882K 0.18%
+51,895
73
$875K 0.18%
+69,196
74
$865K 0.17%
+38,323
75
$782K 0.16%
+65,372
1 2
3
4 5