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
$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
Technology Select Sector SPDR Fund
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
51
$1.27M 0.57%
20,506
52
$1.22M 0.54%
5,890
+130
53
$1.04M 0.46%
3,471
54
$1.01M 0.45%
43,145
-1,530
55
$962K 0.43%
7,640
-85
56
$958K 0.43%
17,170
57
$951K 0.42%
5,826
+12
58
$936K 0.42%
16,668
-600
59
$936K 0.42%
12,479
-100
60
$899K 0.4%
8,316
-115
61
$858K 0.38%
23,076
62
$762K 0.34%
5,025
63
$759K 0.34%
31,368
+3
64
$709K 0.32%
10,061
+30
65
$678K 0.3%
1,521
+75
66
$668K 0.3%
4,233
+14
67
$660K 0.29%
1,408
68
$651K 0.29%
36,538
+30
69
$612K 0.27%
6,824
70
$581K 0.26%
6,504
-147
71
$574K 0.26%
4,998
-46
72
$563K 0.25%
5,772
73
$537K 0.24%
4,851
-230
74
$537K 0.24%
18,650
75
$504K 0.22%
21,270
-900
1 2
3
4 5