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
$225M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$82.7K
3
+$75.6K
4
ISRG icon
Intuitive Surgical
ISRG
+$60.2K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$60K

Top Sells

1
+$845K
2
+$277K
3
+$173K
4
FTNT icon
Fortinet
FTNT
+$159K
5
MMC icon
Marsh & McLennan
MMC
+$154K

Sector Composition

1 Technology 41.58%
2 Healthcare 11.76%
3 Financials 6.86%
4 Consumer Staples 6.86%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61K 0.03%
480
227
$61K 0.03%
640
-60
228
$61K 0.03%
1,319
229
$60K 0.03%
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230
$59K 0.03%
537
231
$59K 0.03%
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232
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858
233
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446
+42
234
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259
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235
$58K 0.03%
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236
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245
-11
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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$52K 0.02%
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245
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248
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250
$46K 0.02%
544
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