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FRA
Front Row Advisors Portfolio holdings
AUM
$296M
1-Year Est. Return
34.73%
This Fund
S&P 500
This Quarter
Est. Return
-14.17%
1 Year Est. Return
+34.73%
3 Year Est. Return
+122.22%
5 Year Est. Return
+164.22%
10 Year Est. Return
–
AUM
$148M
AUM Growth
-$5.35M
(-3.5%)
Cap. Flow
+$5.43M
Cap. Flow
% of AUM
3.67%
Top 10 Holdings %
Top 10 Hldgs %
28.04%
Holding
1,105
New
171
Increased
281
Reduced
187
Closed
105
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Synopsys
SNPS
|
+$1.6M |
| 2 |
TSMC
TSM
|
+$1.57M |
| 3 |
Amazon
AMZN
|
+$1.55M |
| 4 |
SAP
SAP
|
+$1.19M |
| 5 |
Intuitive Surgical
ISRG
|
+$1.02M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Cisco
CSCO
|
+$2.27M |
| 2 |
Chevron
CVX
|
+$1.93M |
| 3 |
Flowers Foods
FLO
|
+$1.68M |
| 4 |
Palo Alto Networks
PANW
|
+$1.63M |
| 5 |
Cracker Barrel
CBRL
|
+$1.31M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 31.57% |
| 2 | Healthcare | 15.81% |
| 3 | Financials | 9.06% |
| 4 | Consumer Staples | 6.94% |
| 5 | Consumer Discretionary | 5.76% |
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Front Row Advisors's Q1 2020 Portfolio in Review
As of Q1 2020, Front Row Advisors held 1,105 positions worth $148M, down 3.5% from $153M the previous quarter. Its ten largest holdings account for 28% of the portfolio.
Front Row Advisors deployed $5.43M of net new capital in Q1 2020, opening 171 new positions and adding to 281 existing holdings. Its largest new stake was Intuitive Surgical: 5,550 shares worth $945K.
By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.
On the sell side, the largest reduction was Cisco, an estimated $2.27M trimmed.
- Front Row Advisors's largest Q1 2020 buy was Intuitive Surgical: 5,550 shares worth $945K.
- Front Row Advisors added most to Synopsys in Q1 2020, an estimated $1.6M increase.
- Front Row Advisors's biggest Q1 2020 reduction was Cisco, cutting an estimated $2.27M.
- Front Row Advisors fully exited Palo Alto Networks in Q1 2020, selling an estimated $1.63M.
- Front Row Advisors's ten largest holdings make up 28% of its $148M portfolio in Q1 2020.
- Front Row Advisors opened 171 new positions and closed 105 in Q1 2020.
- Front Row Advisors's portfolio value fell 3.5% quarter-over-quarter to $148M.
Based on Front Row Advisors's 13F filing for Q1 2020, filed 8 May 2020.