FRA
Front Row Advisors Portfolio holdings
AUM
$287M
1-Year Return
24%
This Quarter Return
+10%
1 Year Return
+24%
3 Year Return
+128.74%
5 Year Return
+209.44%
10 Year Return
–
AUM
$194M
AUM Growth
+$500K
(+0.26%)
Cap. Flow
-$14.9M
Cap. Flow
% of AUM
-7.67%
Top 10 Holdings %
Top 10 Hldgs %
30.5%
Holding
971
New
49
Increased
105
Reduced
288
Closed
52
Top Buys
| 1 |
JPMorgan Chase
JPM
|
+$233K |
| 2 |
iShares Russell Mid-Cap Value ETF
IWS
|
+$89.6K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$74.5K |
| 4 |
Broadcom
AVGO
|
+$72.7K |
| 5 |
SPDR Dow Jones Industrial Average ETF Trust
DIA
|
+$53.1K |
Top Sells
| 1 |
Apple
AAPL
|
+$2.32M |
| 2 |
Medtronic
MDT
|
+$1.01M |
| 3 |
AY
Atlantica Sustainable Infrastructure plc Ordinary Shares
AY
|
+$851K |
| 4 |
Walt Disney
DIS
|
+$616K |
| 5 |
Verizon
VZ
|
+$551K |
Sector Composition
| 1 | Technology | 34.08% |
| 2 | Healthcare | 14.69% |
| 3 | Financials | 7.97% |
| 4 | Consumer Staples | 7.73% |
| 5 | Consumer Discretionary | 5.66% |
