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FRA

Front Row Advisors Portfolio holdings

AUM $296M
1-Year Est. Return 34.73%
This Fund
S&P 500
This Quarter Est. Return
+6.65%
1 Year Est. Return
+34.73%
3 Year Est. Return
+122.22%
5 Year Est. Return
+164.22%
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow %
97.94%
Top 10 Hldgs %
25.04%
Holding
863
New
861
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$8.29M
2
CVX icon
Chevron
CVX
+$3.46M
3
MSFT icon
Microsoft
MSFT
+$3.46M
4
ABBV icon
AbbVie
ABBV
+$2.62M
5
INTC icon
Intel
INTC
+$2.36M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Healthcare 14.33%
3 Financials 10.98%
4 Consumer Staples 7.24%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MTG icon
576
MGIC Investment
MTG
$6.12B
$4K ﹤0.01%
+318
New +$4.47K
NML
577
Neuberger Energy Infrastructure and Income Fund Inc
NML
$606M
$4K ﹤0.01%
+457
New +$4.06K
PARA
578
DELISTED
Paramount Global Class B
PARA
$4K ﹤0.01%
+73
New +$4.2K
PDS
579
Precision Drilling
PDS
$1.11B
$4K ﹤0.01%
+64
New +$3.51K
PICB icon
580
Invesco International Corporate Bond ETF
PICB
$351M
$4K ﹤0.01%
+157
New +$4.24K
RSPG icon
581
Invesco S&P 500 Equal Weight Energy ETF
RSPG
$570M
$4K ﹤0.01%
+65
New +$3.58K
SHG icon
582
Shinhan Financial Group
SHG
$33.6B
$4K ﹤0.01%
+90
New +$4.04K
SHYG icon
583
iShares 0-5 Year High Yield Corporate Bond ETF
SHYG
$7.58B
$4K ﹤0.01%
+91
New +$4.31K
TAP icon
584
Molson Coors Class B
TAP
$7.51B
$4K ﹤0.01%
+44
New +$3.56K
TRV icon
585
Travelers Companies
TRV
$78.5B
$4K ﹤0.01%
+27
New +$3.56K
VC icon
586
Visteon
VC
$2.67B
$4K ﹤0.01%
+30
New +$3.8K
WELL icon
587
Welltower
WELL
$174B
$4K ﹤0.01%
+58
New +$3.89K
SP
588
DELISTED
SP Plus Corporation
SP
$4K ﹤0.01%
+120
New +$4.66K
SNP
589
DELISTED
CHINA PETROLEUM & CHEMICAL CORPORATION ADS (REP 100 ORDINARY H SHARES)
SNP
$4K ﹤0.01%
+51
New +$3.72K
CDK
590
DELISTED
CDK Global, Inc.
CDK
$4K ﹤0.01%
+54
New +$3.63K
LM
591
DELISTED
Legg Mason, Inc.
LM
$4K ﹤0.01%
+99
New +$3.89K
ARTX
592
DELISTED
Arotech Corporation
ARTX
$4K ﹤0.01%
+1,000
New +$3.86K
DBV
593
DELISTED
Invesco DB G10 Currency Harvest Fund
DBV
$4K ﹤0.01%
+177
New +$4.2K
AMT.PRB
594
DELISTED
American Tower Corporation
AMT.PRB
$4K ﹤0.01%
+31
New +$3.9K
ABT icon
595
Abbott
ABT
$175B
$3K ﹤0.01%
+44
New +$2.44K
ADI icon
596
Analog Devices
ADI
$185B
$3K ﹤0.01%
+29
New +$2.57K
AVNS icon
597
Avanos Medical
AVNS
$1.17B
$3K ﹤0.01%
+60
New +$2.76K
CNK icon
598
Cinemark Holdings
CNK
$3.82B
$3K ﹤0.01%
+77
New +$2.73K
COO icon
599
Cooper Companies
COO
$13.7B
$3K ﹤0.01%
+52
New +$3.04K
CTRA
600
DELISTED
Coterra Energy
CTRA
$3K ﹤0.01%
+92
New +$2.52K
22 23
24
25 26

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Front Row Advisors's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Front Row Advisors, which disclosed 863 positions worth $126M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 198,288 shares worth $8.39M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Healthcare and Financials.

  • Front Row Advisors's largest Q4 2017 buy was Apple: 198,288 shares worth $8.39M.
  • Front Row Advisors's ten largest holdings make up 25% of its $126M portfolio in Q4 2017.
  • Front Row Advisors disclosed 863 positions in Q4 2017, its first 13F filing on record.

Based on Front Row Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.