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
151
$595K 0.03%
10,137
+257
152
$581K 0.03%
47,735
-4,245
153
$577K 0.03%
6,096
+970
154
$571K 0.03%
86,500
155
$570K 0.03%
+6,806
156
$565K 0.03%
41,550
+10,550
157
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3,287
-136
158
$537K 0.03%
3,036
+287
159
$536K 0.03%
15,278
-4,000
160
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56,570
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161
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162
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11,785
+4,001
163
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5,575
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164
$510K 0.03%
4,562
165
$507K 0.03%
1,723
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166
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167
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168
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5,333
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169
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35,195
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170
$496K 0.03%
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171
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172
$468K 0.03%
8,836
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173
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174
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5,231
-112
175
$460K 0.03%
5,487
+70
5 6
7
8 9