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
$225M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$82.7K
3
+$75.6K
4
ISRG icon
Intuitive Surgical
ISRG
+$60.2K
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$60K

Top Sells

1
+$845K
2
+$277K
3
+$173K
4
FTNT icon
Fortinet
FTNT
+$159K
5
MMC icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
96
-11
652
$5K ﹤0.01%
41
-2
653
$5K ﹤0.01%
+100
654
$5K ﹤0.01%
58
655
$5K ﹤0.01%
67
+18
656
$5K ﹤0.01%
45
657
$5K ﹤0.01%
350
+17
658
$4K ﹤0.01%
103
659
$4K ﹤0.01%
148
660
$4K ﹤0.01%
75
+1
661
$4K ﹤0.01%
45
662
$4K ﹤0.01%
32
663
$4K ﹤0.01%
102
664
$4K ﹤0.01%
58
665
$4K ﹤0.01%
40
666
$4K ﹤0.01%
287
667
$4K ﹤0.01%
100
668
$4K ﹤0.01%
175
-16
669
$4K ﹤0.01%
24
670
$4K ﹤0.01%
75
671
$4K ﹤0.01%
26
672
$4K ﹤0.01%
3
673
$4K ﹤0.01%
213
+2
674
$4K ﹤0.01%
14
675
$4K ﹤0.01%
44
25 26
27
28 29