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
126
$303K 0.05%
5,540
-21,085
127
$296K 0.05%
6,855
-8,802
128
$295K 0.05%
15,979
+191
129
$294K 0.05%
49,340
+809
130
$290K 0.05%
3,300
131
$281K 0.04%
7,509
132
$275K 0.04%
4,585
+205
133
$269K 0.04%
5,920
134
$262K 0.04%
6,255
-199
135
$260K 0.04%
3,235
+279
136
$253K 0.04%
6,180
-600
137
$251K 0.04%
2,121
-1,794
138
$245K 0.04%
2,953
+6
139
$244K 0.04%
+2,938
140
$230K 0.04%
4,312
141
$225K 0.04%
+2,236
142
$220K 0.03%
+7,500
143
$219K 0.03%
7,557
144
$217K 0.03%
+4,228
145
$215K 0.03%
7,330
146
$213K 0.03%
+2,014
147
$211K 0.03%
+4,040
148
$211K 0.03%
+9,415
149
$206K 0.03%
+2,364
150
$203K 0.03%
2,069
-123
3 4 5
6
7