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
101
$1.18M 0.07%
18,501
+3,991
102
$1.18M 0.07%
13,200
103
$1.17M 0.07%
15,288
+1,311
104
$1.08M 0.06%
16,485
-736
105
$1.08M 0.06%
+34,650
106
$1.08M 0.06%
12,444
+904
107
$1.08M 0.06%
18,210
+1,219
108
$1.06M 0.06%
3,084
109
$1.03M 0.06%
34,792
+343
110
$1.01M 0.06%
16,202
-59
111
$976K 0.06%
156,628
+99,108
112
$974K 0.06%
21,872
113
$965K 0.06%
25,200
114
$965K 0.06%
20,295
+756
115
$951K 0.06%
2,941
-65
116
$942K 0.05%
5,435
+76
117
$942K 0.05%
9,633
118
$927K 0.05%
+5,700
119
$908K 0.05%
10,000
120
$879K 0.05%
9,925
+350
121
$878K 0.05%
3,310
+1,557
122
$878K 0.05%
6,421
+750
123
$872K 0.05%
7,831
+67
124
$868K 0.05%
6,776
+110
125
$867K 0.05%
8,559
+639
3 4
5
6 7