FIM
Frontier Investment Management Portfolio holdings
AUM
$1.61B
1-Year Return
1.93%
This Quarter Return
+3.56%
1 Year Return
-1.93%
3 Year Return
+16.06%
5 Year Return
+36.24%
10 Year Return
–
AUM
$8.54B
AUM Growth
+$7.75B
(+987%)
Cap. Flow
+$536M
Cap. Flow
% of AUM
6.27%
Top 10 Holdings %
Top 10 Hldgs %
35.29%
Holding
231
New
29
Increased
83
Reduced
55
Closed
22
Top Buys
| 1 |
ALPS Sector Dividend Dogs ETF
SDOG
|
$238M |
| 2 |
CVS Health
CVS
|
$90.7M |
| 3 |
Cheniere Energy
LNG
|
$57.1M |
| 4 |
Verizon
VZ
|
$48.1M |
| 5 |
DigitalBridge
DBRG
|
$35.5M |
Top Sells
| 1 |
Schwab US Dividend Equity ETF
SCHD
|
$95.6M |
| 2 |
Invesco S&P 500 Equal Weight ETF
RSP
|
$85.9M |
| 3 |
PXD
Pioneer Natural Resource Co.
PXD
|
$79.8M |
| 4 |
AT&T
T
|
$12.2M |
| 5 |
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% |
