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
$1.26B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
267
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$11M
3
+$8.13M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$7.78M
5
WMT icon
Walmart
WMT
+$5.75M

Top Sells

1
+$30.7M
2
+$11.3M
3
+$4.35M
4
GXP
Great Plains Energy Incorporated
GXP
+$4.17M
5
XOM icon
Exxon Mobil
XOM
+$3.57M

Sector Composition

1 Financials 17.76%
2 Energy 15.85%
3 Technology 9.29%
4 Communication Services 6.2%
5 Consumer Discretionary 5.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$301K 0.02%
8,269
-3,982
177
$298K 0.02%
+3,685
178
$284K 0.02%
85,332
179
$283K 0.02%
4,178
-9
180
$278K 0.02%
+2,017
181
$272K 0.02%
21,355
+10,500
182
$271K 0.02%
6,496
+580
183
$261K 0.02%
3,058
184
$261K 0.02%
+2,817
185
$258K 0.02%
+3,000
186
$250K 0.02%
4,960
+80
187
$248K 0.02%
1,843
+1
188
$245K 0.02%
2,627
+11
189
$236K 0.02%
1,063
190
$234K 0.02%
+6,000
191
$232K 0.02%
4,800
192
$229K 0.02%
5,317
-53
193
$229K 0.02%
10,376
194
$227K 0.02%
13,815
-2,505
195
$221K 0.02%
+1,995
196
$216K 0.02%
2,660
-394
197
$215K 0.02%
24
198
$215K 0.02%
10,501
199
$214K 0.02%
+8,448
200
$211K 0.02%
+5,185
6 7
8
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