FRA
Front Row Advisors Portfolio holdings
AUM
$287M
1-Year Return
24%
This Quarter Return
+11.38%
1 Year Return
+24%
3 Year Return
+128.74%
5 Year Return
+209.44%
10 Year Return
–
AUM
$225M
AUM Growth
+$16.4M
(+7.8%)
Cap. Flow
-$3.28M
Cap. Flow
% of AUM
-1.46%
Top 10 Holdings %
Top 10 Hldgs %
37.76%
Holding
985
New
21
Increased
118
Reduced
237
Closed
53
Top Buys
| 1 |
Invesco QQQ Trust
QQQ
|
+$109K |
| 2 |
Global X NASDAQ-100 Covered Call ETF
QYLD
|
+$82.7K |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
+$75.6K |
| 4 |
Intuitive Surgical
ISRG
|
+$60.2K |
| 5 |
Technology Select Sector SPDR Fund
XLK
|
+$60K |
Top Sells
| 1 |
Medtronic
MDT
|
+$845K |
| 2 |
NVIDIA
NVDA
|
+$277K |
| 3 |
Broadcom
AVGO
|
+$173K |
| 4 |
Fortinet
FTNT
|
+$159K |
| 5 |
Marsh & McLennan
MMC
|
+$154K |
Sector Composition
| 1 | Technology | 41.58% |
| 2 | Healthcare | 11.76% |
| 3 | Financials | 6.86% |
| 4 | Consumer Staples | 6.86% |
| 5 | Consumer Discretionary | 5.43% |
