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
126
$853K 0.05%
2,636
-446
127
$852K 0.05%
21,435
+10,604
128
$846K 0.05%
28,898
+15,135
129
$824K 0.05%
8,714
+588
130
$801K 0.05%
3,917
131
$776K 0.04%
6,227
-90
132
$774K 0.04%
34,064
133
$771K 0.04%
3,636
+1,570
134
$742K 0.04%
31,265
+8,916
135
$723K 0.04%
11,831
+4,843
136
$697K 0.04%
+5,011
137
$690K 0.04%
230,100
138
$687K 0.04%
27,120
+10,960
139
$685K 0.04%
2,330
-487
140
$678K 0.04%
15,257
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141
$675K 0.04%
22,841
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142
$671K 0.04%
7,081
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143
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4,399
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144
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19,532
-330
145
$635K 0.04%
9,500
146
$635K 0.04%
12,726
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147
$626K 0.04%
48,870
+8,094
148
$625K 0.04%
7,544
+1
149
$618K 0.04%
11,110
-434
150
$603K 0.03%
9,273
-2,832
4 5
6
7 8