FRA

Front Row Advisors Portfolio holdings

AUM $287M
1-Year Est. Return 24%
This Quarter Est. Return
1 Year Est. Return
+24%
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
676
$4K ﹤0.01%
83
677
$4K ﹤0.01%
43
-19
678
$4K ﹤0.01%
39
+6
679
$4K ﹤0.01%
50
680
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167
681
$4K ﹤0.01%
60
682
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400
683
$4K ﹤0.01%
23
684
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49
685
$4K ﹤0.01%
24
686
$4K ﹤0.01%
523
687
$4K ﹤0.01%
28
688
$4K ﹤0.01%
318
689
$4K ﹤0.01%
14
690
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311
691
$4K ﹤0.01%
50
692
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101
693
$4K ﹤0.01%
70
-2
694
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30
695
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87
-16
696
$4K ﹤0.01%
250
697
$4K ﹤0.01%
19
698
$4K ﹤0.01%
99
699
$4K ﹤0.01%
32
700
$4K ﹤0.01%
40
26 27
28
29 30