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%
10
627
$6K ﹤0.01%
40
628
$6K ﹤0.01%
39
629
$6K ﹤0.01%
33
630
$6K ﹤0.01%
94
631
$6K ﹤0.01%
102
-3
632
$5K ﹤0.01%
+913
633
$5K ﹤0.01%
28
634
$5K ﹤0.01%
121
-41
635
$5K ﹤0.01%
+283
636
$5K ﹤0.01%
114
637
$5K ﹤0.01%
53
638
$5K ﹤0.01%
148
639
$5K ﹤0.01%
77
640
$5K ﹤0.01%
67
-14
641
$5K ﹤0.01%
100
642
$5K ﹤0.01%
135
643
$5K ﹤0.01%
84
644
$5K ﹤0.01%
191
645
$5K ﹤0.01%
60
646
$5K ﹤0.01%
61
647
$5K ﹤0.01%
23
648
$5K ﹤0.01%
19
649
$5K ﹤0.01%
125
650
$5K ﹤0.01%
48
24 25
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27 28