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
426
$15K 0.01%
680
-9
427
$14K 0.01%
119
428
$14K 0.01%
260
+155
429
$14K 0.01%
49
+30
430
$14K 0.01%
242
-130
431
$14K 0.01%
382
432
$14K 0.01%
174
-252
433
$14K 0.01%
88
-19
434
$14K 0.01%
475
435
$14K 0.01%
78
+32
436
$14K 0.01%
187
-73
437
$14K 0.01%
550
438
$14K 0.01%
417
439
$14K 0.01%
244
440
$14K 0.01%
500
441
$14K 0.01%
550
442
$14K 0.01%
1,029
+695
443
$14K 0.01%
245
+42
444
$13K 0.01%
200
445
$13K 0.01%
56
+17
446
$13K 0.01%
440
-14
447
$13K 0.01%
252
+6
448
$13K 0.01%
461
-130
449
$13K 0.01%
+378
450
$13K 0.01%
135
16 17
18
19 20