FRA

Front Row Advisors Portfolio holdings

AUM $298M
1-Year Est. Return 30.15%
This Quarter Est. Return
1 Year Est. Return
+30.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$182K
2
+$67.6K
3
+$64.9K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$60K
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$49K

Top Sells

1
+$3.22M
2
+$2.18M
3
+$1.58M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$663K
5
WFC icon
Wells Fargo
WFC
+$328K

Sector Composition

1 Technology 35.39%
2 Healthcare 15.61%
3 Consumer Staples 7.57%
4 Financials 7.18%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$64K 0.03%
367
227
$64K 0.03%
539
228
$62K 0.03%
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229
$62K 0.03%
627
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230
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$61K 0.03%
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232
$61K 0.03%
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233
$60K 0.03%
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234
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235
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236
$59K 0.03%
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237
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238
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239
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240
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241
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242
$57K 0.03%
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243
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247
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360
248
$52K 0.03%
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249
$51K 0.03%
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250
$51K 0.03%
225
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