FIM

Frontier Investment Management Portfolio holdings

AUM $1.61B
1-Year Est. Return 1.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-1.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$643M
AUM Growth
+$55.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$28.3M
2 +$8.85M
3 +$4.47M
4
SCHE icon
Schwab Emerging Markets Equity ETF
SCHE
+$4.22M
5
AAPL icon
Apple
AAPL
+$3.66M

Top Sells

1 +$8.45M
2 +$8.44M
3 +$6.54M
4
BX icon
Blackstone
BX
+$4.8M
5
KYN icon
Kayne Anderson Energy Infrastructure Fund
KYN
+$3.93M

Sector Composition

1 Energy 17.83%
2 Technology 12.84%
3 Financials 11.35%
4 Healthcare 7.22%
5 Industrials 6.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$0 ﹤0.01%
10,000
177
$0 ﹤0.01%
54,750
178
$0 ﹤0.01%
+12,000
179
-1,234