Frontier Asset Management, LLC
Annual return '25
+18.0%
SPY '25
+17.7%
Alpha
+0.2ptsvs SPY
Invested
$477M
Holdings
91
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$AVDV
AMERICAN CENTY ETF TR
Q1 2026: Exited (was 583.9k shares)
13.8%
02
$IJR
ISHARES TR
Q1 2026: Exited (was 352.8k shares)
9.4%
03
$JGRO
J P MORGAN EXCHANGE TRADED F
Q1 2026: Exited (was 323.2k shares)
6.3%
04
$FLCE
ADVISORS INNER CIRCLE FD II
Q1 2026: Exited (was 672.8k shares)
4.4%
05
$IVW
ISHARES TR
Q1 2026: Exited (was 62.7k shares)
4.4%
06
$LVHI
LEGG MASON ETF INVT
Q1 2026: Exited (was 482.8k shares)
4.2%
07
$TSPA
T ROWE PRICE ETF INC
Q1 2026: Exited (was 457.9k shares)
4.1%
08
$PVAL
PUTNAM ETF TRUST
Q1 2026: Exited (was 270.7k shares)
4.0%
09
$IQLT
ISHARES TR
Q1 2026: Exited (was 337.5k shares)
3.3%
10
$FINT
ADVISORS INNER CIRCLE FD II
Q1 2026: Exited (was 451.0k shares)
3.0%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:11 UTC.