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
526
$9K ﹤0.01%
62
-1
527
$9K ﹤0.01%
129
528
$9K ﹤0.01%
77
+3
529
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54
530
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248
531
$9K ﹤0.01%
71
532
$9K ﹤0.01%
1,025
-14
533
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534
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535
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536
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537
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541
$8K ﹤0.01%
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542
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546
$8K ﹤0.01%
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$8K ﹤0.01%
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548
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42
+6
549
$8K ﹤0.01%
128
+1
550
$8K ﹤0.01%
450
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