FRA
Front Row Advisors Portfolio holdings
AUM
$287M
1-Year Return
24%
This Quarter Return
+5.72%
1 Year Return
+24%
3 Year Return
+128.74%
5 Year Return
+209.44%
10 Year Return
–
AUM
$290M
AUM Growth
+$9.2M
(+3.3%)
Cap. Flow
-$2.51M
Cap. Flow
% of AUM
-0.87%
Top 10 Holdings %
Top 10 Hldgs %
48.11%
Holding
512
New
13
Increased
48
Reduced
89
Closed
13
Top Buys
| 1 |
Bruker
BRKR
|
$206K |
| 2 |
First Trust Short Duration Managed Municipal ETF
FSMB
|
$99.2K |
| 3 |
SPDR S&P 500 ESG ETF
EFIV
|
$90.9K |
| 4 |
TE Connectivity
TEL
|
$70.8K |
| 5 |
Vanguard Mega Cap 300 Index ETF
MGC
|
$56.4K |
Top Sells
| 1 |
Enphase Energy
ENPH
|
$1.08M |
| 2 |
NVIDIA
NVDA
|
$387K |
| 3 |
Broadcom
AVGO
|
$275K |
| 4 |
Sprouts Farmers Market
SFM
|
$147K |
| 5 |
Apple
AAPL
|
$133K |
Sector Composition
| 1 | Technology | 49.53% |
| 2 | Consumer Staples | 8.45% |
| 3 | Healthcare | 7.68% |
| 4 | Industrials | 6.29% |
| 5 | Financials | 6.07% |
