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
$218M
AUM Growth
+$661K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
929
New
Increased
Reduced
Closed

Top Buys

1
+$32.4K
2
+$18.8K
3
+$16.9K
4
ENPH icon
Enphase Energy
ENPH
+$13.2K
5
ROK icon
Rockwell Automation
ROK
+$13K

Top Sells

1
+$1.25M
2
+$1.24M
3
+$1.22M
4
JPM icon
JPMorgan Chase
JPM
+$621K
5
LLY icon
Eli Lilly
LLY
+$561K

Sector Composition

1 Technology 46.32%
2 Healthcare 10.53%
3 Consumer Staples 7.26%
4 Industrials 5.97%
5 Financials 5.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.68M 1.23%
9,317
-125
27
$2.67M 1.23%
16,799
-100
28
$2.54M 1.17%
16,719
-606
29
$2.44M 1.12%
12,280
-15
30
$2.21M 1.02%
117,555
-1,554
31
$2.09M 0.96%
14,819
-289
32
$1.97M 0.91%
7,481
-77
33
$1.93M 0.89%
36,558
-270
34
$1.91M 0.88%
10,080
-412
35
$1.87M 0.86%
13,761
-330
36
$1.85M 0.85%
7,690
-112
37
$1.65M 0.76%
6,786
-68
38
$1.65M 0.76%
14,325
-25
39
$1.57M 0.72%
54,577
-9,940
40
$1.56M 0.72%
7,242
-105
41
$1.48M 0.68%
3,097
-159
42
$1.46M 0.67%
6,541
-301
43
$1.45M 0.67%
3,544
-497
44
$1.45M 0.67%
47,654
-625
45
$1.45M 0.66%
10,950
+100
46
$1.44M 0.66%
8,457
-3,648
47
$1.32M 0.61%
22,352
-265
48
$1.31M 0.6%
19,193
-1,230
49
$1.24M 0.57%
5,919
-326
50
$1.14M 0.53%
13,688
-805
1
2
3 4 5