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
$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
326
$27K 0.01%
445
327
$26K 0.01%
164
328
$26K 0.01%
1,423
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329
$26K 0.01%
420
330
$26K 0.01%
225
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700
332
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157
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$26K 0.01%
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$26K 0.01%
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335
$25K 0.01%
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336
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607
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337
$25K 0.01%
406
338
$25K 0.01%
+200
339
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320
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$25K 0.01%
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341
$25K 0.01%
278
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$24K 0.01%
1,192
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343
$24K 0.01%
390
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347
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895
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348
$23K 0.01%
1,341
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349
$23K 0.01%
332
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350
$23K 0.01%
73
+33
12 13
14
15 16