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
76
$739K 0.15%
+8,650
77
$710K 0.14%
+48,337
78
$699K 0.14%
+6,626
79
$686K 0.14%
+13,761
80
$659K 0.13%
+19,859
81
$656K 0.13%
+12,636
82
$652K 0.13%
+25,110
83
$641K 0.13%
+56,304
84
$631K 0.13%
+18,487
85
$599K 0.12%
+11,860
86
$590K 0.12%
+17,109
87
$553K 0.11%
+8,000
88
$516K 0.1%
+10,732
89
$491K 0.1%
+7,566
90
$488K 0.1%
+15,000
91
$480K 0.1%
+30,001
92
$411K 0.08%
+7,426
93
$377K 0.08%
+13,638
94
$369K 0.07%
+5,600
95
$364K 0.07%
+9,125
96
$336K 0.07%
+11,728
97
$335K 0.07%
+1,836
98
$333K 0.07%
+72,451
99
$330K 0.07%
+85,888
100
$329K 0.07%
+69,200
2 3
4
5 6