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
$189M
AUM Growth
+$27.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,112
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.79M
3
+$762K
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$527K
5
IBDM
iShares iBonds Dec 2021 Term Corporate ETF
IBDM
+$350K

Top Sells

1
+$4.21M
2
+$1.4M
3
+$726K
4
ORCL icon
Oracle
ORCL
+$586K
5
MSFT icon
Microsoft
MSFT
+$143K

Sector Composition

1 Technology 34.51%
2 Healthcare 15.25%
3 Consumer Staples 7.95%
4 Financials 7.44%
5 Consumer Discretionary 5.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.19M 0.63%
9,938
-120
52
$1.12M 0.59%
9,045
+65
53
$1.05M 0.56%
22,506
-84
54
$1.02M 0.54%
59,376
+44,296
55
$990K 0.52%
8,163
-456
56
$960K 0.51%
7,153
-150
57
$914K 0.48%
10,008
-48
58
$876K 0.46%
2,929
+267
59
$785K 0.42%
3,594
-22
60
$770K 0.41%
24,246
61
$756K 0.4%
11,012
-158
62
$748K 0.4%
5,397
-161
63
$710K 0.38%
5,120
+354
64
$702K 0.37%
45,584
+34,204
65
$702K 0.37%
31,996
-2,437
66
$695K 0.37%
2
67
$661K 0.35%
8,360
-380
68
$661K 0.35%
21,550
69
$626K 0.33%
6,614
+3
70
$618K 0.33%
29,100
+1,203
71
$611K 0.32%
11,436
+5,718
72
$608K 0.32%
34,396
+3,120
73
$605K 0.32%
15,052
-297
74
$540K 0.29%
24,753
-105
75
$532K 0.28%
3,976
-75
1 2
3
4 5