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FRA

Front Row Advisors Portfolio holdings

AUM $296M
1-Year Est. Return 34.73%
This Fund
S&P 500
This Quarter Est. Return
+6.65%
1 Year Est. Return
+34.73%
3 Year Est. Return
+122.22%
5 Year Est. Return
+164.22%
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow %
97.94%
Top 10 Hldgs %
25.04%
Holding
863
New
861
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$8.29M
2
CVX icon
Chevron
CVX
+$3.46M
3
MSFT icon
Microsoft
MSFT
+$3.46M
4
ABBV icon
AbbVie
ABBV
+$2.62M
5
INTC icon
Intel
INTC
+$2.36M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Healthcare 14.33%
3 Financials 10.98%
4 Consumer Staples 7.24%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AMT icon
226
American Tower
AMT
$76.7B
$49K 0.04%
+340
New +$48.5K
MDT icon
227
Medtronic
MDT
$105B
$49K 0.04%
+609
New +$48.8K
MDYV icon
228
State Street SPDR S&P 400 Mid Cap Value ETF
MDYV
$2.73B
$49K 0.04%
+962
New +$48.6K
EBAY icon
229
eBay
EBAY
$48.5B
$48K 0.04%
+1,259
New +$46.7K
IYE icon
230
iShares US Energy ETF
IYE
$1.74B
$48K 0.04%
+1,200
New +$45.2K
UHS icon
231
Universal Health Services
UHS
$9.16B
$48K 0.04%
+426
New +$45.5K
DFS
232
DELISTED
Discover Financial Services
DFS
$47K 0.04%
+611
New +$42K
GS icon
233
Goldman Sachs
GS
$317B
$47K 0.04%
+184
New +$45.1K
IWV icon
234
iShares Russell 3000 ETF
IWV
$19.5B
$47K 0.04%
+300
New +$46.3K
SJNK icon
235
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.89B
$47K 0.04%
+1,702
New +$47.2K
ZNGA
236
DELISTED
ZYNGA INC. CL A COMMON
ZNGA
$47K 0.04%
+11,840
New +$46.2K
HON icon
237
Honeywell
HON
$78B
$46K 0.04%
+332
New +$44.5K
IGSB icon
238
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$22.8B
$46K 0.04%
+874
New +$45.9K
SPR
239
DELISTED
Spirit AeroSystems
SPR
$46K 0.04%
+530
New +$43.5K
ULTA icon
240
Ulta Beauty
ULTA
$20.5B
$46K 0.04%
+204
New +$43.2K
INTU icon
241
Intuit
INTU
$77B
$44K 0.04%
+280
New +$42.7K
RIO icon
242
Rio Tinto
RIO
$149B
$44K 0.04%
+832
New +$40.6K
RTX icon
243
RTX Corp
RTX
$282B
$44K 0.04%
+553
New +$42K
AMAT icon
244
Applied Materials
AMAT
$447B
$43K 0.03%
+833
New +$45.1K
IYK icon
245
iShares US Consumer Staples ETF
IYK
$1.37B
$43K 0.03%
+1,020
New +$41.9K
MXI icon
246
iShares Global Materials ETF
MXI
$337M
$43K 0.03%
+620
New +$41.9K
AGG icon
247
iShares Core US Aggregate Bond ETF
AGG
$137B
$41K 0.03%
+374
New +$40.9K
VMW
248
DELISTED
VMware, Inc
VMW
$41K 0.03%
+325
New +$39K
DWX icon
249
State Street SPDR S&P International Dividend ETF
DWX
$517M
$40K 0.03%
+965
New +$39.2K
IBDQ
250
DELISTED
iShares iBonds Dec 2025 Term Corporate ETF
IBDQ
$40K 0.03%
+1,615
New +$40.5K
8 9
10
11 12

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Front Row Advisors's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Front Row Advisors, which disclosed 863 positions worth $126M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 198,288 shares worth $8.39M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Healthcare and Financials.

  • Front Row Advisors's largest Q4 2017 buy was Apple: 198,288 shares worth $8.39M.
  • Front Row Advisors's ten largest holdings make up 25% of its $126M portfolio in Q4 2017.
  • Front Row Advisors disclosed 863 positions in Q4 2017, its first 13F filing on record.

Based on Front Row Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.