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
$1.72B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
335
New
Increased
Reduced
Closed

Top Buys

1
+$4.1M
2
+$3.8M
3
+$3.06M
4
MSFT icon
Microsoft
MSFT
+$3M
5
SCHM icon
Schwab US Mid-Cap ETF
SCHM
+$2.81M

Top Sells

1
+$14.5M
2
+$3.29M
3
+$2.07M
4
KMI
KINDER MORGAN,INC
KMI
+$1.44M
5
LUMN icon
Lumen
LUMN
+$1.43M

Sector Composition

1 Financials 18.32%
2 Technology 13.59%
3 Energy 13.59%
4 Communication Services 6.92%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$449K 0.03%
50,465
+19,840
177
$443K 0.03%
38,086
178
$443K 0.03%
4,096
+649
179
$443K 0.03%
6,763
180
$439K 0.03%
2,974
+816
181
$436K 0.03%
6,940
182
$432K 0.03%
+7,683
183
$432K 0.03%
13,501
184
$426K 0.02%
5,622
+1,294
185
$423K 0.02%
4,643
+1,570
186
$421K 0.02%
8,000
+4,005
187
$419K 0.02%
3,673
+1,318
188
$418K 0.02%
3,810
189
$408K 0.02%
6,908
+2,920
190
$404K 0.02%
3,515
-10
191
$401K 0.02%
23,835
+8,150
192
$400K 0.02%
5,382
+865
193
$397K 0.02%
+2,779
194
$395K 0.02%
11,060
+95
195
$394K 0.02%
1,850
196
$394K 0.02%
+16,100
197
$393K 0.02%
3,065
+13
198
$392K 0.02%
30,600
-4,266
199
$389K 0.02%
6,909
+2,091
200
$386K 0.02%
+5,386
6 7
8
9 10