Asset Manager
← All Institutions
Global Frontier Investments LLC
Market Value
$507M
-2.4%
Holdings
15
New Purchases
0
Added To
1
Closed
0
Reduced
3
Top 10 Concentration
91.6%
Turnover
0.0%
Top Buys (by % of Portfolio)
Sector Allocation Over Time
Market Cap Concentration
| Tier | Holdings | Value | Weight |
|---|---|---|---|
| Mega Cap | 6 | $278M | 54.9% |
| Large Cap | 8 | $204M | 40.4% |
| Mid Cap | 1 | $24M | 4.7% |
Portfolio Analytics
Avg Market Cap
$245.1B
Median Market Cap
$110.3B
Avg P/E
15.0
Median P/E
14.5
Avg Dividend Yield
0.02%
Avg Beta
0.93
# Stocks
15
# ETFs / Funds
0
Top Holdings (15 total)
| # | Symbol | % Port | Shares | Value | Avg Price | Q/Q Value Chg | Share Chg | Chg % | Status |
|---|---|---|---|---|---|---|---|---|---|
| 1 | JPM | 19.97% | 314,000 | $101M | $322.22 | -$34M | -115,000 | -26.8% | |
| 2 | AXP | 17.03% | 233,215 | $86M | $369.95 | $4M | -14,000 | -5.7% | |
| 3 | ACN | 11.38% | 215,000 | $58M | $268.30 | $29M | +100,000 | +87.0% | |
| 4 | PGR | 8.18% | 182,000 | $41M | $227.72 | -$4M | — | — | |
| 5 | MA | 7.66% | 68,000 | $39M | $570.88 | $141K | — | — | |
| 6 | KKR | 6.82% | 271,000 | $35M | $127.48 | -$669K | — | — | |
| 7 | BRK-A | 6.56% | 44 | $33M | $755,022.73 | $36K | — | — | |
| 8 | USB | 5.88% | 558,000 | $30M | $53.36 | $3M | — | — | |
| 9 | WAL | 4.73% | 285,000 | $24M | $84.07 | -$755K | — | — | |
| 10 | AON | 3.41% | 49,000 | $17M | $352.88 | -$181K | — | — | |
| 11 | ACGL | 2.84% | 150,000 | $14M | $95.92 | $778K | — | — | |
| 12 | GS | 2.26% | 13,000 | $11M | $879.00 | -$8M | -12,000 | -48.0% | |
| 13 | BABA | 1.45% | 50,000 | $7M | $146.58 | -$2M | — | — | |
| 14 | GPN | 1.04% | 68,000 | $5M | $77.40 | -$386K | — | — | |
| 15 | NTRS | 0.81% | 30,000 | $4M | $136.60 | $60K | — | — |