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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
+6.65%
1 Year Est. Return
+34.73%
3 Year Est. Return
+122.22%
5 Year Est. Return
+164.22%
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow %
97.94%
Top 10 Hldgs %
25.04%
Holding
863
New
861
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$8.29M
2
CVX icon
Chevron
CVX
+$3.46M
3
MSFT icon
Microsoft
MSFT
+$3.46M
4
ABBV icon
AbbVie
ABBV
+$2.62M
5
INTC icon
Intel
INTC
+$2.36M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Healthcare 14.33%
3 Financials 10.98%
4 Consumer Staples 7.24%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNK icon
376
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.24B
$15K 0.01%
+139
New +$15.4K
MKC icon
377
McCormick & Company Non-Voting
MKC
$13.5B
$15K 0.01%
+286
New +$14.3K
PGX icon
378
Invesco Preferred ETF
PGX
$3.84B
$15K 0.01%
+1,000
New +$15K
SU icon
379
Suncor Energy
SU
$78.4B
$15K 0.01%
+404
New +$14K
UBS icon
380
UBS Group
UBS
$169B
$15K 0.01%
+838
New +$14.6K
AME icon
381
Ametek
AME
$55.3B
$14K 0.01%
+195
New +$13.6K
BXP icon
382
Boston Properties
BXP
$10.8B
$14K 0.01%
+105
New +$13.2K
CF icon
383
CF Industries
CF
$19.5B
$14K 0.01%
+339
New +$12.8K
ICVT icon
384
iShares Convertible Bond ETF
ICVT
$7.37B
$14K 0.01%
+250
New +$13.8K
ING icon
385
ING
ING
$92.7B
$14K 0.01%
+774
New +$14.2K
IYZ icon
386
iShares US Telecommunications ETF
IYZ
$1.2B
$14K 0.01%
+465
New +$13.8K
MD icon
387
Pediatrix Medical
MD
$2.1B
$14K 0.01%
+262
New +$12.4K
SCCO icon
388
Southern Copper
SCCO
$143B
$14K 0.01%
+324
New +$13K
SMFG icon
389
Sumitomo Mitsui Financial
SMFG
$165B
$14K 0.01%
+1,662
New +$13.5K
SNY icon
390
Sanofi
SNY
$104B
$14K 0.01%
+334
New +$15.4K
VLO icon
391
Valero Energy
VLO
$90.6B
$14K 0.01%
+150
New +$12.4K
ETP
392
DELISTED
Energy Transfer Partners, L.P.
ETP
$14K 0.01%
+761
New +$13.1K
STL
393
DELISTED
Sterling Bancorp
STL
$14K 0.01%
+561
New +$13.9K
AFL icon
394
Aflac
AFL
$63.3B
$13K 0.01%
+300
New +$12.8K
APA icon
395
APA Corp
APA
$12.9B
$13K 0.01%
+307
New +$12.9K
BCS icon
396
Barclays
BCS
$93.3B
$13K 0.01%
+1,219
New +$11.8K
BIDU icon
397
Baidu
BIDU
$36.5B
$13K 0.01%
+57
New +$13.9K
CRH icon
398
CRH
CRH
$65.5B
$13K 0.01%
+362
New +$13K
DKS icon
399
Dick's Sporting Goods
DKS
$18.3B
$13K 0.01%
+466
New +$12.9K
E icon
400
ENI
E
$75.4B
$13K 0.01%
+397
New +$13.1K
14 15
16
17 18

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Front Row Advisors's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Front Row Advisors, which disclosed 863 positions worth $126M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 198,288 shares worth $8.39M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Healthcare and Financials.

  • Front Row Advisors's largest Q4 2017 buy was Apple: 198,288 shares worth $8.39M.
  • Front Row Advisors's ten largest holdings make up 25% of its $126M portfolio in Q4 2017.
  • Front Row Advisors disclosed 863 positions in Q4 2017, its first 13F filing on record.

Based on Front Row Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.