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
$287M
AUM Growth
+$27.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1 +$522K
2 +$246K
3 +$193K
4
BSCW icon
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
+$172K
5
MA icon
Mastercard
MA
+$140K

Top Sells

1 +$1.02M
2 +$706K
3 +$631K
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$581K
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$474K

Sector Composition

1 Technology 50.27%
2 Consumer Staples 8.87%
3 Healthcare 7.43%
4 Industrials 6.07%
5 Financials 5.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KOF icon
551
Coca-Cola Femsa
KOF
$18.4B
-5
IUSB icon
552
iShares Core Universal USD Bond ETF
IUSB
$33.3B
-173
FDX icon
553
FedEx
FDX
$62B
-823
FISV
554
Fiserv Inc
FISV
$32.9B
-1,684
GFI icon
555
Gold Fields
GFI
$36.3B
-23
IPG icon
556
Interpublic Group of Companies
IPG
$8.97B
-76