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
51
$5.64M 0.33%
149,126
-1,199
52
$4.89M 0.28%
123,071
-19,788
53
$4.67M 0.27%
38,747
+1,013
54
$4.66M 0.27%
33,404
+7,635
55
$4.37M 0.25%
120,651
+1,105
56
$4.18M 0.24%
118,747
-18,949
57
$4.04M 0.23%
34,513
-7,772
58
$3.8M 0.22%
56,740
+6,420
59
$3.75M 0.22%
134,028
+828
60
$3.72M 0.21%
146,000
+21,000
61
$3.58M 0.21%
9,197
+60
62
$3.55M 0.21%
18,240
63
$3.39M 0.2%
85,928
+12,233
64
$3.27M 0.19%
86,901
+1,654
65
$3.13M 0.18%
39,504
+722
66
$3.01M 0.17%
14,672
+305
67
$2.94M 0.17%
29,925
+116
68
$2.77M 0.16%
51,405
+25
69
$2.75M 0.16%
142,473
+15,795
70
$2.73M 0.16%
21,251
+1,345
71
$2.68M 0.15%
95,087
+13,064
72
$2.65M 0.15%
44,295
+1,683
73
$2.35M 0.14%
7,284
+686
74
$2.15M 0.12%
167,276
-1,131,384
75
$1.92M 0.11%
62,355
+919
1 2
3
4 5