FIM

Frontier Investment Management Portfolio holdings

AUM $1.61B
1-Year Est. Return 1.93%
This Fund
S&P 500
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
251
$258K 0.01%
+4,003
252
$255K 0.01%
3,894
-206
253
$252K 0.01%
+4,604
254
$252K 0.01%
90,762
255
$251K 0.01%
19,153
-120
256
$251K 0.01%
+2,400
257
$250K 0.01%
+1,826
258
$248K 0.01%
4,260
259
$248K 0.01%
+4,184
260
$243K 0.01%
61,278
-44,019
261
$242K 0.01%
21,205
262
$241K 0.01%
1,975
263
$240K 0.01%
2,359
-738
264
$234K 0.01%
+8,593
265
$233K 0.01%
+3,740
266
$232K 0.01%
+1,056
267
$231K 0.01%
1,210
268
$229K 0.01%
2,549
269
$227K 0.01%
+5,381
270
$222K 0.01%
+2,810
271
$220K 0.01%
1,106
-125
272
$216K 0.01%
11,000
273
$214K 0.01%
1,627
-422
274
$211K 0.01%
63,896
275
$210K 0.01%
3,512
+34
9 10
11
12 13