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
$8.54B
AUM Growth
+$7.75B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1 +$238M
2 +$90.7M
3 +$57.1M
4
VZ icon
Verizon
VZ
+$48.1M
5
DBRG icon
DigitalBridge
DBRG
+$35.5M

Top Sells

1 +$95.6M
2 +$85.9M
3 +$79.8M
4
T icon
AT&T
T
+$12.2M
5
SIRI icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-35,000
202
-68,510
203
-192,183
204
$0 ﹤0.01%
54,750