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
76
$1.72M 0.12%
45,175
+8,925
77
$1.69M 0.11%
10,369
+703
78
$1.67M 0.11%
54,195
+1,802
79
$1.56M 0.1%
44,539
+9,615
80
$1.53M 0.1%
19,100
+326
81
$1.52M 0.1%
12,894
+9,182
82
$1.5M 0.1%
141,250
83
$1.47M 0.1%
57,521
+1,681
84
$1.46M 0.1%
14,107
-64
85
$1.46M 0.1%
45,380
-1,051
86
$1.37M 0.09%
3,753
+370
87
$1.34M 0.09%
89,636
88
$1.32M 0.09%
9,449
+4,009
89
$1.31M 0.09%
7,000
+3,044
90
$1.29M 0.09%
6,192
-134
91
$1.27M 0.09%
24,978
-2,150
92
$1.16M 0.08%
7,699
-22
93
$1.09M 0.07%
18,000
94
$1.05M 0.07%
7,878
-74,273
95
$1.03M 0.07%
26,580
-8,008
96
$1M 0.07%
+16,259
97
$996K 0.07%
16,419
+862
98
$988K 0.07%
18,280
-760
99
$984K 0.07%
15,913
+3,493
100
$963K 0.06%
11,445
+284
2 3
4
5 6