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
$195M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$182K
2
+$67.6K
3
+$64.9K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$60K
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$49K

Top Sells

1
+$3.22M
2
+$2.18M
3
+$1.58M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$663K
5
WFC icon
Wells Fargo
WFC
+$328K

Sector Composition

1 Technology 35.39%
2 Healthcare 15.61%
3 Consumer Staples 7.57%
4 Financials 7.18%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$6K ﹤0.01%
205
+118
627
$6K ﹤0.01%
83
628
$6K ﹤0.01%
350
629
$6K ﹤0.01%
160
630
$6K ﹤0.01%
48
631
$6K ﹤0.01%
360
632
$5K ﹤0.01%
45
633
$5K ﹤0.01%
19
-1
634
$5K ﹤0.01%
121
635
$5K ﹤0.01%
326
-122
636
$5K ﹤0.01%
29
637
$5K ﹤0.01%
+913
638
$5K ﹤0.01%
28
639
$5K ﹤0.01%
121
-41
640
$5K ﹤0.01%
+283
641
$5K ﹤0.01%
114
642
$5K ﹤0.01%
53
643
$5K ﹤0.01%
148
644
$5K ﹤0.01%
77
645
$5K ﹤0.01%
67
-14
646
$5K ﹤0.01%
100
647
$5K ﹤0.01%
135
648
$5K ﹤0.01%
84
649
$5K ﹤0.01%
191
650
$5K ﹤0.01%
60
24 25
26
27 28