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
$225M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$82.7K
3
+$75.6K
4
ISRG icon
Intuitive Surgical
ISRG
+$60.2K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$60K

Top Sells

1
+$845K
2
+$277K
3
+$173K
4
FTNT icon
Fortinet
FTNT
+$159K
5
MRSH
Marsh
MRSH
+$154K

Sector Composition

1 Technology 41.58%
2 Healthcare 11.76%
3 Financials 6.86%
4 Consumer Staples 6.86%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$11K ﹤0.01%
30
-1
477
$11K ﹤0.01%
4
478
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188
-3
479
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100
480
$11K ﹤0.01%
609
481
$11K ﹤0.01%
300
482
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121
+25
483
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25
+5
484
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+117
485
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1,000
486
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56
487
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500
488
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620
-10
489
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400
491
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397
495
$11K ﹤0.01%
460
496
$10K ﹤0.01%
129
+3
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$10K ﹤0.01%
128
498
$10K ﹤0.01%
120
-463
499
$10K ﹤0.01%
4,241
500
$10K ﹤0.01%
200
-100
18 19
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