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
$1.49B
AUM Growth
+$28.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
285
New
Increased
Reduced
Closed

Top Buys

1
+$2.75M
2
+$2.54M
3
+$2.49M
4
XOM icon
Exxon Mobil
XOM
+$2.26M
5
KHC icon
Kraft Heinz
KHC
+$1.93M

Top Sells

1
+$9.86M
2
+$5.57M
3
+$4.95M
4
ATUS icon
Altice USA
ATUS
+$3.93M
5
ADEA icon
Adeia
ADEA
+$3.86M

Sector Composition

1 Financials 17.99%
2 Energy 16.15%
3 Technology 11.98%
4 Communication Services 6.73%
5 Healthcare 4.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$343K 0.02%
+8,358
177
$333K 0.02%
6,975
178
$332K 0.02%
4,049
+67
179
$331K 0.02%
60,745
-708,353
180
$330K 0.02%
28,705
181
$329K 0.02%
74,985
182
$325K 0.02%
2,088
+18
183
$325K 0.02%
5,707
+149
184
$319K 0.02%
+6,335
185
$318K 0.02%
+100
186
$316K 0.02%
6,323
+1,363
187
$313K 0.02%
2,159
-463
188
$311K 0.02%
8,100
-51,106
189
$305K 0.02%
2,644
-235
190
$302K 0.02%
7,784
191
$295K 0.02%
20,560
+485
192
$291K 0.02%
1,424
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193
$287K 0.02%
13,501
194
$283K 0.02%
2,802
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195
$283K 0.02%
5,058
-21,921
196
$281K 0.02%
3,005
197
$269K 0.02%
+3,908
198
$267K 0.02%
+1,011
199
$266K 0.02%
633
200
$265K 0.02%
2,626
-851
6 7
8
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