FRA

Front Row Advisors Portfolio holdings

AUM $287M
1-Year Est. Return 24%
This Quarter Est. Return
1 Year Est. Return
+24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$189M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.79M
3
+$762K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$527K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$350K

Top Sells

1
+$4.21M
2
+$1.4M
3
+$726K
4
ORCL icon
Oracle
ORCL
+$586K
5
MSFT icon
Microsoft
MSFT
+$143K

Sector Composition

1 Technology 34.51%
2 Healthcare 15.25%
3 Consumer Staples 7.95%
4 Financials 7.44%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$48K 0.03%
210
252
$48K 0.03%
765
+73
253
$48K 0.03%
753
254
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352
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256
$47K 0.02%
210
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257
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258
$46K 0.02%
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259
$46K 0.02%
325
260
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39
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261
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262
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360
263
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$42K 0.02%
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267
$42K 0.02%
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$39K 0.02%
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275
$39K 0.02%
430
-179
9 10
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12 13