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
MMC icon
Marsh & McLennan
MMC
+$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
501
$10K ﹤0.01%
300
+100
502
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129
+3
503
$10K ﹤0.01%
128
504
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120
-463
505
$10K ﹤0.01%
4,241
506
$10K ﹤0.01%
100
507
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207
508
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200
-100
509
$10K ﹤0.01%
225
510
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417
511
$10K ﹤0.01%
1,087
512
$10K ﹤0.01%
137
513
$9K ﹤0.01%
79
514
$9K ﹤0.01%
149
515
$9K ﹤0.01%
66
516
$9K ﹤0.01%
122
517
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60
-15
518
$9K ﹤0.01%
62
-1
519
$9K ﹤0.01%
129
520
$9K ﹤0.01%
77
+3
521
$9K ﹤0.01%
54
522
$9K ﹤0.01%
248
523
$9K ﹤0.01%
71
524
$9K ﹤0.01%
1,025
-14
525
$9K ﹤0.01%
250
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