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
$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
26
$2.11M 1.12%
9,953
27
$2.07M 1.1%
58,722
-1,720
28
$2.07M 1.09%
17,396
-544
29
$2.03M 1.08%
14,868
-515
30
$1.98M 1.05%
11,853
-440
31
$1.96M 1.04%
16,157
-410
32
$1.96M 1.04%
32,342
-1,483
33
$1.79M 0.95%
+86,885
34
$1.77M 0.94%
14,907
+182
35
$1.76M 0.93%
47,479
-685
36
$1.69M 0.89%
26,320
-1,036
37
$1.65M 0.87%
32,592
-360
38
$1.65M 0.87%
11,422
-85
39
$1.61M 0.85%
18,620
-185
40
$1.55M 0.82%
28,819
-590
41
$1.55M 0.82%
21,240
+175
42
$1.5M 0.79%
28,384
+1
43
$1.42M 0.75%
9,192
-394
44
$1.41M 0.75%
12,332
-5
45
$1.39M 0.74%
7,977
-100
46
$1.36M 0.72%
3,728
-12
47
$1.35M 0.72%
5,556
+18
48
$1.23M 0.65%
8,800
49
$1.21M 0.64%
8,195
-526
50
$1.19M 0.63%
8,595
-70
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2
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