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
$189M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.79M
3
+$762K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$527K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$350K

Top Sells

1
+$4.21M
2
+$1.4M
3
+$726K
4
ORCL icon
Oracle
ORCL
+$586K
5
MSFT icon
Microsoft
MSFT
+$143K

Sector Composition

1 Technology 34.51%
2 Healthcare 15.25%
3 Consumer Staples 7.95%
4 Financials 7.44%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
24
-11
652
$5K ﹤0.01%
35
653
$5K ﹤0.01%
57
-5
654
$5K ﹤0.01%
43
655
$5K ﹤0.01%
+487
656
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657
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50
-3
658
$5K ﹤0.01%
40
659
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103
660
$5K ﹤0.01%
152
661
$5K ﹤0.01%
107
662
$5K ﹤0.01%
145
+18
663
$5K ﹤0.01%
13
664
$5K ﹤0.01%
+121
665
$4K ﹤0.01%
+103
666
$4K ﹤0.01%
80
667
$4K ﹤0.01%
41
-4
668
$4K ﹤0.01%
111
669
$4K ﹤0.01%
93
670
$4K ﹤0.01%
58
671
$4K ﹤0.01%
82
-249
672
$4K ﹤0.01%
83
-5
673
$4K ﹤0.01%
+33
674
$4K ﹤0.01%
400
-24
675
$4K ﹤0.01%
50
-6
25 26
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28 29