FRA
Front Row Advisors Portfolio holdings
AUM
$287M
1-Year Return
24%
This Quarter Return
+14.29%
1 Year Return
+24%
3 Year Return
+128.74%
5 Year Return
+209.44%
10 Year Return
–
AUM
$268M
AUM Growth
+$31.1M
(+13%)
Cap. Flow
+$1.01M
Cap. Flow
% of AUM
0.38%
Top 10 Holdings %
Top 10 Hldgs %
33.21%
Holding
984
New
23
Increased
169
Reduced
236
Closed
23
Top Buys
| 1 |
Autodesk
ADSK
|
+$2.14M |
| 2 |
Eaton
ETN
|
+$1.63M |
| 3 |
Honeywell
HON
|
+$1.27M |
| 4 |
Crown Castle
CCI
|
+$264K |
| 5 |
Visa
V
|
+$242K |
Top Sells
| 1 |
IBM
IBM
|
+$1.95M |
| 2 |
Rio Tinto
RIO
|
+$1.44M |
| 3 |
Fortinet
FTNT
|
+$638K |
| 4 |
ASML
ASML
|
+$518K |
| 5 |
Quadratic Interest Rate Volatility and Inflation Hedge ETF
IVOL
|
+$400K |
Sector Composition
| 1 | Technology | 38.89% |
| 2 | Healthcare | 13.55% |
| 3 | Consumer Staples | 7.38% |
| 4 | Financials | 6.73% |
| 5 | Industrials | 5.23% |
