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
$1.26B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11M
3
+$8.13M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.78M
5
WMT icon
Walmart
WMT
+$5.75M

Top Sells

1
+$30.7M
2
+$11.3M
3
+$4.35M
4
GXP
Great Plains Energy Incorporated
GXP
+$4.17M
5
XOM icon
Exxon Mobil
XOM
+$3.57M

Sector Composition

1 Financials 17.76%
2 Energy 15.85%
3 Technology 9.29%
4 Communication Services 6.2%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.9M 0.22%
53,847
+630
77
$2.9M 0.22%
+53,247
78
$2.86M 0.22%
+68,479
79
$2.82M 0.22%
33,220
+21,860
80
$2.78M 0.21%
44,616
-1,200
81
$2.39M 0.18%
95,930
+1,498
82
$2.39M 0.18%
138,291
+5,147
83
$2.31M 0.18%
31,472
-10,000
84
$2.23M 0.17%
69,440
+20,000
85
$2.23M 0.17%
+78,470
86
$2.21M 0.17%
21,203
-1,276
87
$2.17M 0.17%
19,639
-10,000
88
$2.15M 0.16%
31,693
+1,538
89
$2.05M 0.16%
61,006
+990
90
$1.95M 0.15%
34,783
-4,100
91
$1.91M 0.15%
+43,482
92
$1.83M 0.14%
142,565
+1,810
93
$1.82M 0.14%
25,606
-164
94
$1.73M 0.13%
34,722
+318
95
$1.64M 0.13%
10,952
+12
96
$1.59M 0.12%
89,652
+300
97
$1.59M 0.12%
96,516
+8,778
98
$1.57M 0.12%
52,043
-165
99
$1.54M 0.12%
41,295
-28,255
100
$1.35M 0.1%
62,454
-1,159
2 3
4
5 6