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
$752M
AUM Growth
+$109M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$16.4M
2
+$13.8M
3
+$13.6M
4
VZ icon
Verizon
VZ
+$13.3M
5
TRP icon
TC Energy
TRP
+$9.35M

Top Sells

1
+$27.1M
2
+$6.57M
3
+$6.23M
4
MKL icon
Markel Group
MKL
+$4.98M
5
INTC icon
Intel
INTC
+$4.92M

Sector Composition

1 Energy 19.57%
2 Financials 14.24%
3 Technology 9.29%
4 Healthcare 6.91%
5 Communication Services 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.71M 0.63%
131,595
+9,710
52
$4.65M 0.62%
147,810
+12,002
53
$4.56M 0.61%
+143,020
54
$3.96M 0.53%
139,666
-6,599
55
$3.57M 0.47%
134,109
-5,507
56
$3.38M 0.45%
201,347
-2,620
57
$3.38M 0.45%
+202,939
58
$3.28M 0.44%
+66,395
59
$3.18M 0.42%
178,800
+46,800
60
$3.12M 0.41%
179,133
+52,796
61
$3.09M 0.41%
227,806
-14,900
62
$2.98M 0.4%
151,952
-3,000
63
$2.83M 0.38%
70,424
-3,451
64
$2.63M 0.35%
182,645
+42,898
65
$2.62M 0.35%
32,946
+2,317
66
$2.54M 0.34%
32,568
-1,288
67
$2.53M 0.34%
18,233
-1,390
68
$2.37M 0.31%
141,869
-9,665
69
$2.31M 0.31%
26,340
-945
70
$2.27M 0.3%
21,993
+12,293
71
$2.17M 0.29%
143,225
+83,230
72
$2.16M 0.29%
160,210
+555
73
$2.15M 0.29%
53,490
+35,465
74
$2.13M 0.28%
77,743
+53,088
75
$2.12M 0.28%
16,766
-446
1 2
3
4 5