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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
UNFI icon
476
United Natural Foods
UNFI
$2.94B
$8K 0.01%
+156
New +$6.82K
WHLR
477
Wheeler Real Estate Investment Trust
WHLR
$1.08M
– –
0
– –
ARCH
478
DELISTED
Arch Resources, Inc.
ARCH
$8K 0.01%
+91
New +$7.25K
SHPG
479
DELISTED
Shire pic
SHPG
$8K 0.01%
+52
New +$7.71K
AVY icon
480
Avery Dennison
AVY
$11.9B
$7K 0.01%
+59
New +$6.38K
BSX icon
481
Boston Scientific
BSX
$64.8B
$7K 0.01%
+300
New +$8.27K
BURL icon
482
Burlington
BURL
$21.4B
$7K 0.01%
+55
New +$5.6K
ENS icon
483
EnerSys
ENS
$7.29B
$7K 0.01%
+100
New +$6.85K
ETG
484
Eaton Vance Tax-Advantaged Global Dividend Income Fund
ETG
$1.77B
$7K 0.01%
+391
New +$6.74K
GD icon
485
General Dynamics
GD
$103B
$7K 0.01%
+36
New +$7.36K
IBND icon
486
State Street SPDR Bloomberg International Corporate Bond ETF
IBND
$452M
$7K 0.01%
+200
New +$6.94K
IEMG icon
487
iShares Core MSCI Emerging Markets ETF
IEMG
$152B
$7K 0.01%
+128
New +$7.15K
IYG icon
488
iShares US Financial Services ETF
IYG
$2.12B
$7K 0.01%
+150
New +$6.25K
KMB icon
489
Kimberly-Clark
KMB
$35.6B
$7K 0.01%
+57
New +$6.65K
LEMB icon
490
iShares JPMorgan EM Local Currency Bond ETF
LEMB
$747M
$7K 0.01%
+150
New +$7.12K
NTNX icon
491
Nutanix
NTNX
$14.2B
$7K 0.01%
+200
New +$6.06K
NVR icon
492
NVR
NVR
$16.5B
$7K 0.01%
+2
New +$6.51K
TTE icon
493
TotalEnergies
TTE
$191B
$7K 0.01%
+127
New +$7.01K
UAL icon
494
United Airlines
UAL
$37.4B
$7K 0.01%
+98
New +$6.11K
WU icon
495
Western Union
WU
$2.6B
$7K 0.01%
+355
New +$6.97K
XLI icon
496
State Street Industrial Select Sector SPDR ETF
XLI
$33.7B
$7K 0.01%
+88
New +$6.4K
NS
497
DELISTED
NuStar Energy L.P.
NS
$7K 0.01%
+250
New +$8.11K
ETFC
498
DELISTED
E*Trade Financial Corporation
ETFC
$7K 0.01%
+138
New +$6.33K
ESRX
499
DELISTED
Express Scripts Holding Company
ESRX
$7K 0.01%
+94
New +$6.01K
ACWX icon
500
iShares MSCI ACWI ex US ETF
ACWX
$11.4B
$6K ﹤0.01%
+129
New +$6.36K
18 19
20
21 22

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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.