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
301
$34K 0.02%
382
302
$34K 0.02%
450
303
$34K 0.02%
97
304
$34K 0.02%
945
-54
305
$33K 0.02%
446
306
$33K 0.02%
160
307
$32K 0.02%
363
308
$32K 0.02%
1,185
309
$32K 0.02%
544
310
$31K 0.02%
450
311
$31K 0.02%
377
312
$31K 0.02%
611
-1
313
$31K 0.02%
500
314
$31K 0.02%
185
315
$31K 0.02%
605
316
$30K 0.02%
190
-1
317
$30K 0.02%
652
-4
318
$30K 0.02%
544
319
$30K 0.02%
1,155
320
$29K 0.01%
150
321
$29K 0.01%
366
322
$28K 0.01%
156
323
$28K 0.01%
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324
$28K 0.01%
133
-1
325
$28K 0.01%
550
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