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
51
$2.41M 0.38%
63,088
+6,685
52
$2.38M 0.38%
35,919
+6,610
53
$2.35M 0.37%
40,871
+5,615
54
$2.2M 0.35%
93,811
+2,296
55
$2.01M 0.32%
+87,600
56
$1.89M 0.3%
50,289
+469
57
$1.72M 0.27%
42,477
-3,268
58
$1.71M 0.27%
180,489
+3,760
59
$1.59M 0.25%
150,128
60
$1.59M 0.25%
91,690
+1,470
61
$1.57M 0.25%
28,488
-15,200
62
$1.5M 0.24%
77,185
+8,885
63
$1.47M 0.23%
37,503
64
$1.47M 0.23%
11,567
+603
65
$1.47M 0.23%
11,245
-4,587
66
$1.45M 0.23%
227,584
+14,670
67
$1.42M 0.22%
40,000
-10,000
68
$1.42M 0.22%
12,294
+621
69
$1.41M 0.22%
24,537
-386
70
$1.33M 0.21%
19,065
+1,065
71
$1.15M 0.18%
74,708
+61,765
72
$1.13M 0.18%
157,735
+72,705
73
$1.1M 0.17%
22,984
-3,000
74
$1.09M 0.17%
37,663
-1,403
75
$1.08M 0.17%
98,476
+2,715
1 2
3
4 5