FRA

Front Row Advisors Portfolio holdings

AUM $287M
1-Year Est. Return 24%
This Quarter Est. Return
1 Year Est. Return
+24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$137M
AUM Growth
+$8.91M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,130
New
Increased
Reduced
Closed

Top Buys

1
+$2.54M
2
+$1.21M
3
+$826K
4
DIS icon
Walt Disney
DIS
+$799K
5
COST icon
Costco
COST
+$680K

Top Sells

1
+$1.7M
2
+$958K
3
+$218K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$132K
5
AAPL icon
Apple
AAPL
+$113K

Sector Composition

1 Technology 27.32%
2 Healthcare 15.28%
3 Financials 10.67%
4 Consumer Staples 7.75%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.58M 1.15%
10,394
-187
27
$1.54M 1.13%
30,105
28
$1.51M 1.1%
8,875
-95
29
$1.51M 1.1%
98,250
+5,915
30
$1.49M 1.08%
51,220
+3,950
31
$1.48M 1.07%
2,925
+435
32
$1.43M 1.04%
10,941
+1,790
33
$1.42M 1.03%
8,668
-71
34
$1.39M 1.01%
32,410
+5,030
35
$1.35M 0.99%
39,834
+3,444
36
$1.32M 0.96%
4,813
+525
37
$1.32M 0.96%
6,330
+574
38
$1.31M 0.96%
4,771
+99
39
$1.31M 0.96%
19,236
+2,874
40
$1.29M 0.94%
16,851
-65
41
$1.28M 0.93%
9,314
-298
42
$1.25M 0.91%
12,583
-540
43
$1.21M 0.88%
+25,089
44
$1.17M 0.85%
16,065
-314
45
$1.17M 0.85%
13,065
+3,100
46
$1.16M 0.84%
27,554
-185
47
$1.15M 0.83%
3,892
-449
48
$1.04M 0.75%
28,134
+4,050
49
$1.03M 0.75%
10,208
-50
50
$957K 0.7%
10,231
+215
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