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
$8.54B
AUM Growth
+$7.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$238M
2
+$90.7M
3
+$57.1M
4
VZ icon
Verizon
VZ
+$48.1M
5
DBRG icon
DigitalBridge
DBRG
+$35.5M

Top Sells

1
+$95.6M
2
+$85.9M
3
+$79.8M
4
T icon
AT&T
T
+$12.2M
5
SIRI icon
SiriusXM
SIRI
+$10M

Sector Composition

1 Energy 21.32%
2 Financials 14.49%
3 Technology 8.75%
4 Healthcare 7.82%
5 Communication Services 6.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$5.24M 0.05%
+9,704
127
$5M 0.04%
8,054
+192
128
$4.89M 0.04%
18,201
+6,007
129
$4.85M 0.04%
+13,100
130
$4.83M 0.04%
7,638
-90
131
$4.79M 0.04%
2,871
+11
132
$4.44M 0.04%
+8,436
133
$4.43M 0.04%
54,078
-333
134
$4.38M 0.04%
36,272
-3,159
135
$3.97M 0.04%
6,046
-24
136
$3.88M 0.03%
14,340
-7,813
137
$3.74M 0.03%
+5,720
138
$3.58M 0.03%
18,001
139
$3.54M 0.03%
8,383
+559
140
$3.54M 0.03%
6,893
-942
141
$3.53M 0.03%
2,222
+630
142
$3.43M 0.03%
39,354
-22,914
143
$3.41M 0.03%
3,391
+1
144
$3.32M 0.03%
12,964
145
$3.09M 0.03%
+16,373
146
$3.03M 0.03%
+7,964
147
$2.98M 0.03%
3,325
-66
148
$2.97M 0.03%
27,364
+2,729
149
$2.91M 0.03%
5,392
-533
150
$2.9M 0.03%
3,621
-796
4 5
6
7 8