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
76
$1.91M 0.11%
+22,600
77
$1.84M 0.11%
51,989
+648
78
$1.83M 0.11%
12,671
+1,310
79
$1.83M 0.11%
33,012
+4,856
80
$1.82M 0.11%
58,770
+1,249
81
$1.8M 0.1%
9,861
-521
82
$1.78M 0.1%
83,874
-67,875
83
$1.75M 0.1%
20,140
+534
84
$1.69M 0.1%
25,260
+5,500
85
$1.68M 0.1%
45,147
-1,380
86
$1.65M 0.1%
7,540
+2,787
87
$1.63M 0.09%
8,223
+1,136
88
$1.59M 0.09%
71,343
+22,382
89
$1.55M 0.09%
90,503
+667
90
$1.54M 0.09%
12,303
+2,732
91
$1.52M 0.09%
14,281
+228
92
$1.49M 0.09%
6,198
+792
93
$1.46M 0.08%
155,250
+14,000
94
$1.43M 0.08%
7,946
+209
95
$1.38M 0.08%
6,503
+413
96
$1.33M 0.08%
11,115
+2,695
97
$1.32M 0.08%
4,057
+576
98
$1.31M 0.08%
17,264
+3,110
99
$1.28M 0.07%
18,000
100
$1.2M 0.07%
16,763
2 3
4
5 6