FIM
Frontier Investment Management Portfolio holdings
AUM
$1.61B
1-Year Return
1.93%
This Quarter Return
+10.49%
1 Year Return
-1.93%
3 Year Return
+16.06%
5 Year Return
+36.24%
10 Year Return
–
AUM
$1.46B
AUM Growth
+$225M
(+18%)
Cap. Flow
+$91.1M
Cap. Flow
% of AUM
6.24%
Top 10 Holdings %
Top 10 Hldgs %
35.59%
Holding
277
New
32
Increased
109
Reduced
64
Closed
18
Top Buys
| 1 |
Schwab US Mid-Cap ETF
SCHM
|
$32M |
| 2 |
Occidental Petroleum
OXY
|
$12.8M |
| 3 |
Schwab Emerging Markets Equity ETF
SCHE
|
$8.41M |
| 4 |
First Trust North American Energy Infrastructure Fund
EMLP
|
$7.71M |
| 5 |
Exxon Mobil
XOM
|
$7.64M |
Top Sells
Sector Composition
| 1 | Energy | 16.95% |
| 2 | Financials | 16.94% |
| 3 | Technology | 11.71% |
| 4 | Communication Services | 6.85% |
| 5 | Healthcare | 4.92% |
