FRA
Front Row Advisors Portfolio holdings
AUM
$287M
1-Year Return
24%
This Quarter Return
+17.46%
1 Year Return
+24%
3 Year Return
+128.74%
5 Year Return
+209.44%
10 Year Return
–
AUM
$287M
AUM Growth
+$27.2M
(+10%)
Cap. Flow
-$8.56M
Cap. Flow
% of AUM
-2.98%
Top 10 Holdings %
Top 10 Hldgs %
50.16%
Holding
567
New
55
Increased
62
Reduced
131
Closed
29
Top Buys
| 1 |
McKesson
MCK
|
+$522K |
| 2 |
First Trust Enhanced Short Maturity ETF
FTSM
|
+$246K |
| 3 |
Schwab Fundamental International Large Company Index ETF
FNDF
|
+$193K |
| 4 |
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
|
+$172K |
| 5 |
Mastercard
MA
|
+$140K |
Top Sells
| 1 |
NVIDIA
NVDA
|
+$1.02M |
| 2 |
Apple
AAPL
|
+$706K |
| 3 |
Dell
DELL
|
+$631K |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
+$581K |
| 5 |
Alphabet (Google) Class C
GOOG
|
+$474K |
Sector Composition
| 1 | Technology | 50.27% |
| 2 | Consumer Staples | 8.87% |
| 3 | Healthcare | 7.43% |
| 4 | Industrials | 6.07% |
| 5 | Financials | 5.83% |
