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
51
$5.23M 0.35%
151,472
+5,489
52
$4.92M 0.33%
51,980
-3,700
53
$4.92M 0.33%
140,097
+128
54
$4.84M 0.32%
46,905
+670
55
$4.3M 0.29%
31,545
-264
56
$4.11M 0.28%
120,562
+934
57
$4.09M 0.27%
32,860
+2,574
58
$4.05M 0.27%
139,522
+930
59
$3.72M 0.25%
133,200
-19,200
60
$3.54M 0.24%
143,727
-200,881
61
$3.15M 0.21%
8,655
+6,983
62
$3.14M 0.21%
150,352
-53,576
63
$3.06M 0.2%
68,788
+832
64
$2.88M 0.19%
80,574
+4,335
65
$2.79M 0.19%
18,240
-2,550
66
$2.77M 0.19%
14,339
-5,126
67
$2.72M 0.18%
36,872
+2,989
68
$2.63M 0.18%
23,499
+908
69
$2.6M 0.17%
48,120
+29,100
70
$2.41M 0.16%
20,998
+8
71
$2.26M 0.15%
7,705
+1,554
72
$2.18M 0.15%
123,102
+19,224
73
$1.81M 0.12%
43,980
+4,439
74
$1.78M 0.12%
37,176
-2,270
75
$1.75M 0.12%
60,431
-165
1 2
3
4 5