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
151
$2.89M 0.03%
9,089
152
$2.76M 0.02%
2,009
153
$2.74M 0.02%
+6,013
154
$2.73M 0.02%
+2,538
155
$2.68M 0.02%
1,117
-8
156
$2.66M 0.02%
+6,656
157
$2.65M 0.02%
8,974
-21,828
158
$2.48M 0.02%
+2,548
159
$2.48M 0.02%
3,339
+301
160
$2.47M 0.02%
1,922
-302
161
$2.47M 0.02%
26,802
162
$2.46M 0.02%
196
-20
163
$2.41M 0.02%
83,936
164
$2.37M 0.02%
+10,270
165
$2.33M 0.02%
3,132
-1,180
166
$2.21M 0.02%
+550
167
$2.16M 0.02%
22,354
168
$2.14M 0.02%
+1,693
169
$2.13M 0.02%
5,100
-3,200
170
$2.13M 0.02%
+1,902
171
$2.11M 0.02%
+9,376
172
$2.01M 0.02%
+2,839
173
$1.93M 0.02%
+11,088
174
$1.29M 0.01%
+7,480
175
$1.19M 0.01%
16,129
5 6
7
8 9