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
$1.49B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.54M
3
+$2.49M
4
XOM icon
Exxon Mobil
XOM
+$2.26M
5
KHC icon
Kraft Heinz
KHC
+$1.93M

Top Sells

1
+$9.86M
2
+$5.57M
3
+$4.95M
4
ATUS icon
Altice USA
ATUS
+$3.93M
5
ADEA icon
Adeia
ADEA
+$3.86M

Sector Composition

1 Financials 17.99%
2 Energy 16.15%
3 Technology 11.98%
4 Communication Services 6.73%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$19.1M 1.28%
64,814
-2,600
27
$18.6M 1.24%
706,900
+50,036
28
$18M 1.21%
712,025
+62,864
29
$17.6M 1.18%
314,866
+22,804
30
$17M 1.14%
1,209,681
+130,443
31
$17M 1.14%
776,270
+15,400
32
$16.5M 1.11%
635,325
+44,413
33
$16.4M 1.1%
347,415
+26,375
34
$15.9M 1.06%
611,517
+44,683
35
$15.8M 1.06%
300,844
+16,540
36
$15.1M 1.02%
943,820
+39,846
37
$14.3M 0.96%
261,460
+2,896
38
$14.3M 0.96%
333,433
+15,767
39
$13.6M 0.91%
247,235
40
$13M 0.87%
121,274
+5,769
41
$12.3M 0.82%
298,746
+20,615
42
$11.7M 0.78%
231,867
+37,927
43
$11.5M 0.77%
369,226
+62,076
44
$11.2M 0.75%
437,584
+43,807
45
$10.1M 0.68%
617,285
+85,440
46
$10.1M 0.68%
563,932
+20,648
47
$9.44M 0.63%
217,041
+24,467
48
$8.65M 0.58%
80,526
-3,365
49
$6.63M 0.44%
563,724
-28,598
50
$5.26M 0.35%
1,282,360
+30,200
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