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
126
$139K 0.03%
+4,050
127
$136K 0.03%
+35,296
128
$126K 0.03%
+24,000
129
$126K 0.03%
+16,329
130
$124K 0.03%
+5,000
131
$115K 0.02%
+5,457
132
$60K 0.01%
+10,000
133
$32K 0.01%
+10,000
134
$8K ﹤0.01%
+8,100
135
– –
0
136
– –
0
2 3 4 5
6