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
$1.72B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.8M
3
+$3.06M
4
MSFT icon
Microsoft
MSFT
+$3M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.81M

Top Sells

1
+$14.5M
2
+$3.29M
3
+$2.07M
4
KMI
KINDER MORGAN,INC
KMI
+$1.44M
5
LUMN icon
Lumen
LUMN
+$1.43M

Sector Composition

1 Financials 18.32%
2 Technology 13.59%
3 Energy 13.59%
4 Communication Services 6.92%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$313K 0.02%
1,362
227
$310K 0.02%
2,000
228
$302K 0.02%
5,701
+1,271
229
$301K 0.02%
28,705
230
$299K 0.02%
+9,000
231
$297K 0.02%
+9,145
232
$295K 0.02%
2,160
+50
233
$294K 0.02%
3,005
234
$291K 0.02%
10,023
+228
235
$290K 0.02%
1,699
+339
236
$290K 0.02%
3,209
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237
$281K 0.02%
4,076
+902
238
$277K 0.02%
4,753
+299
239
$275K 0.02%
+2,371
240
$275K 0.02%
3,828
241
$275K 0.02%
+1,519
242
$274K 0.02%
5,520
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243
$271K 0.02%
+7,307
244
$265K 0.02%
889
-283
245
$265K 0.02%
+4,335
246
$264K 0.02%
+2,847
247
$262K 0.02%
7,382
-238
248
$261K 0.02%
5,929
-2,879
249
$259K 0.02%
10,376
250
$259K 0.02%
3,046
+55
8 9
10
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