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
651
$5K ﹤0.01%
103
652
$5K ﹤0.01%
152
653
$5K ﹤0.01%
107
654
$5K ﹤0.01%
45
655
$5K ﹤0.01%
19
-1
656
$5K ﹤0.01%
121
657
$5K ﹤0.01%
326
-122
658
$5K ﹤0.01%
145
659
$5K ﹤0.01%
+66
660
$5K ﹤0.01%
168
-57
661
$5K ﹤0.01%
13
662
$5K ﹤0.01%
41
663
$5K ﹤0.01%
24
664
$5K ﹤0.01%
57
665
$5K ﹤0.01%
17
-1
666
$5K ﹤0.01%
43
667
$5K ﹤0.01%
50
668
$5K ﹤0.01%
+49
669
$5K ﹤0.01%
29
670
$4K ﹤0.01%
97
-6
671
$4K ﹤0.01%
111
672
$4K ﹤0.01%
93
673
$4K ﹤0.01%
58
674
$4K ﹤0.01%
82
675
$4K ﹤0.01%
83
25 26
27
28 29