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
26
$23.2M 1.34%
389,334
+19,341
27
$22.4M 1.29%
816,785
+59,726
28
$21M 1.21%
63,595
-1,219
29
$20.9M 1.21%
377,953
+32,551
30
$19.7M 1.14%
734,267
+58,367
31
$19.3M 1.11%
395,456
+30,262
32
$19.2M 1.11%
826,500
+10,355
33
$18.8M 1.09%
711,889
+56,315
34
$18.3M 1.06%
340,821
+25,389
35
$17.7M 1.02%
378,042
+87,565
36
$17.5M 1.01%
360,467
+15,433
37
$16.5M 0.96%
983,854
+38,060
38
$15.3M 0.88%
350,506
+28,103
39
$14.3M 0.83%
536,213
+42,751
40
$14.2M 0.82%
736,593
+51,504
41
$13.7M 0.79%
247,235
42
$13.3M 0.77%
121,136
+502
43
$12.9M 0.74%
268,403
+4,740
44
$12.8M 0.74%
676,964
+100,940
45
$11.5M 0.67%
279,954
-2,851
46
$10.7M 0.62%
332,679
-64,476
47
$8.33M 0.48%
77,272
-2,530
48
$7.47M 0.43%
1,269,360
+37,200
49
$6.88M 0.4%
74,480
+23,700
50
$5.8M 0.34%
438,837
-108,188
1
2
3 4 5