FIM
Frontier Investment Management Portfolio holdings
AUM
$1.61B
This Quarter Return
+9.59%
1 Year Return
-1.93%
3 Year Return
+16.06%
5 Year Return
+36.24%
10 Year Return
–
AUM
$631M
AUM Growth
+$631M
(+12%)
Cap. Flow
+$34.4M
Cap. Flow
% of AUM
5.45%
Top 10 Holdings %
Top 10 Hldgs %
45.07%
Holding
173
New
28
Increased
67
Reduced
37
Closed
11
Top Buys
| 1 |
DNR
Denbury Resources, Inc.
DNR
|
$8.39M |
| 2 |
Hilltop Holdings
HTH
|
$6.42M |
| 3 |
CHMT
Chemtura Corporation
CHMT
|
$6.34M |
| 4 |
ISBC
Investors Bancorp, Inc.
ISBC
|
$4.36M |
| 5 |
Berkshire Hathaway Class B
BRK.B
|
$4.27M |
Top Sells
| 1 |
PXD
Pioneer Natural Resource Co.
PXD
|
$8.89M |
| 2 |
Schwab US Dividend Equity ETF
SCHD
|
$6.55M |
| 3 |
APC
Anadarko Petroleum
APC
|
$5.56M |
| 4 |
Vodafone
VOD
|
$5.54M |
| 5 |
UNT
UNIT Corporation
UNT
|
$5.23M |
Sector Composition
| 1 | Energy | 31.36% |
| 2 | Financials | 13.62% |
| 3 | Technology | 12.01% |
| 4 | Healthcare | 7.53% |
| 5 | Consumer Staples | 6.95% |
