FIM

Frontier Investment Management Portfolio holdings

AUM $1.61B
1-Year Est. Return 1.93%
This Fund
S&P 500
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
$377K 0.02%
1,792
+590
202
$372K 0.02%
4,376
+1,539
203
$370K 0.02%
+1,274
204
$368K 0.02%
6,975
205
$368K 0.02%
2,223
+461
206
$360K 0.02%
21,602
+1,142
207
$360K 0.02%
12,112
+4,500
208
$356K 0.02%
7,025
-1,178
209
$355K 0.02%
+3,284
210
$352K 0.02%
2,940
-161
211
$352K 0.02%
+9,812
212
$350K 0.02%
4,000
213
$347K 0.02%
3,483
+788
214
$347K 0.02%
6,488
-716
215
$340K 0.02%
100
216
$339K 0.02%
+8,913
217
$338K 0.02%
11,646
+6,384
218
$324K 0.02%
3,454
+3
219
$320K 0.02%
6,510
220
$319K 0.02%
1,117
+1
221
$319K 0.02%
1,063
222
$319K 0.02%
+13,872
223
$318K 0.02%
5,076
+286
224
$318K 0.02%
2,191
+186
225
$313K 0.02%
1,362
7 8
9
10 11