FIM
Frontier Investment Management Portfolio holdings
AUM
$1.61B
1-Year Return
1.93%
This Quarter Return
+3.68%
1 Year Return
-1.93%
3 Year Return
+16.06%
5 Year Return
+36.24%
10 Year Return
–
AUM
$786M
AUM Growth
+$33.3M
(+4.4%)
Cap. Flow
+$7.61M
Cap. Flow
% of AUM
0.97%
Top 10 Holdings %
Top 10 Hldgs %
34.44%
Holding
215
New
21
Increased
89
Reduced
56
Closed
13
Top Buys
| 1 |
AGN
ALLERGAN INC
AGN
|
$7.57M |
| 2 |
AT&T
T
|
$7.17M |
| 3 |
Gilead Sciences
GILD
|
$3.57M |
| 4 |
PBF Energy
PBF
|
$2.9M |
| 5 |
Apple
AAPL
|
$2.33M |
Top Sells
| 1 |
PepsiCo
PEP
|
$13.1M |
| 2 |
WBA
Walgreens Boots Alliance
WBA
|
$9M |
| 3 |
Merck
MRK
|
$4.12M |
| 4 |
iShares 20+ Year Treasury Bond ETF
TLT
|
$3.96M |
| 5 |
PXD
Pioneer Natural Resource Co.
PXD
|
$3.41M |
Sector Composition
| 1 | Energy | 20.46% |
| 2 | Financials | 14.46% |
| 3 | Technology | 8.59% |
| 4 | Healthcare | 7.01% |
| 5 | Communication Services | 6.88% |
