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
101
$327K 0.07%
+2,842
102
$306K 0.06%
+28
103
$297K 0.06%
+6,495
104
$285K 0.06%
+85,399
105
$284K 0.06%
+16,398
106
$280K 0.06%
+5,670
107
$265K 0.05%
+3,400
108
$257K 0.05%
+7,509
109
$257K 0.05%
+22,191
110
$249K 0.05%
+4,918
111
$242K 0.05%
+9,080
112
$241K 0.05%
+4,939
113
$241K 0.05%
+7,330
114
$230K 0.05%
+5,938
115
$222K 0.04%
+6,583
116
$221K 0.04%
+57
117
$218K 0.04%
+31,039
118
$216K 0.04%
+6,380
119
$214K 0.04%
+15,764
120
$208K 0.04%
+2,104
121
$205K 0.04%
+2,927
122
$202K 0.04%
+5,882
123
$192K 0.04%
+15,000
124
$157K 0.03%
+13,802
125
$141K 0.03%
+10,600
2 3 4
5
6