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
201
$382K 0.02%
+4,341
202
$377K 0.02%
1,792
+590
203
$372K 0.02%
4,376
+1,539
204
$370K 0.02%
+1,274
205
$368K 0.02%
6,975
206
$368K 0.02%
2,223
+461
207
$360K 0.02%
21,602
+1,142
208
$360K 0.02%
12,112
+4,500
209
$356K 0.02%
6,690
-1,123
210
$355K 0.02%
+3,284
211
$352K 0.02%
2,940
-161
212
$352K 0.02%
+9,812
213
$350K 0.02%
4,000
214
$347K 0.02%
3,483
+788
215
$347K 0.02%
6,488
-716
216
$340K 0.02%
100
217
$339K 0.02%
+8,913
218
$338K 0.02%
11,646
+6,384
219
$324K 0.02%
3,454
+3
220
$320K 0.02%
6,510
221
$319K 0.02%
1,117
+1
222
$319K 0.02%
1,063
223
$319K 0.02%
+13,872
224
$318K 0.02%
2,538
+143
225
$318K 0.02%
2,191
+186
7 8
9
10 11