We are live on ! Find out more
FRA

Front Row Advisors Portfolio holdings

AUM $296M
1-Year Est. Return 34.73%
This Fund
S&P 500
This Quarter Est. Return
+6.65%
1 Year Est. Return
+34.73%
3 Year Est. Return
+122.22%
5 Year Est. Return
+164.22%
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow %
97.94%
Top 10 Hldgs %
25.04%
Holding
863
New
861
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$8.29M
2
CVX icon
Chevron
CVX
+$3.46M
3
MSFT icon
Microsoft
MSFT
+$3.46M
4
ABBV icon
AbbVie
ABBV
+$2.62M
5
INTC icon
Intel
INTC
+$2.36M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Healthcare 14.33%
3 Financials 10.98%
4 Consumer Staples 7.24%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BBT
726
Beacon Financial Corp
BBT
$2.51B
$1K ﹤0.01%
+20
New +$762
BPOP icon
727
Popular Inc
BPOP
$11B
$1K ﹤0.01%
+28
New +$968
BSAC icon
728
Banco Santander Chile
BSAC
$15.9B
$1K ﹤0.01%
+22
New +$660
BSBR icon
729
Santander
BSBR
$40.1B
$1K ﹤0.01%
+146
New +$1.29K
CADE
730
DELISTED
Cadence Bank
CADE
$1K ﹤0.01%
+32
New +$1.03K
CCEP icon
731
Coca-Cola Europacific Partners
CCEP
$45.8B
$1K ﹤0.01%
+15
New +$600
CDW icon
732
CDW
CDW
$16.6B
$1K ﹤0.01%
+16
New +$1.1K
CHKP icon
733
Check Point Software Technologies
CHKP
$13.1B
$1K ﹤0.01%
+7
New +$760
CMPR icon
734
Cimpress
CMPR
$2.36B
$1K ﹤0.01%
+9
New +$1.03K
CNC icon
735
Centene
CNC
$31.5B
$1K ﹤0.01%
+20
New +$969
CP icon
736
Canadian Pacific Kansas City
CP
$82B
$1K ﹤0.01%
+25
New +$871
CPF icon
737
Central Pacific Financial
CPF
$1.01B
$1K ﹤0.01%
+42
New +$1.31K
DOC icon
738
Healthpeak Properties
DOC
$15.2B
$1K ﹤0.01%
+22
New +$583
EHC icon
739
Encompass Health
EHC
$11B
$1K ﹤0.01%
+19
New +$723
ENB icon
740
Enbridge
ENB
$123B
$1K ﹤0.01%
+21
New +$808
ERIC icon
741
Ericsson
ERIC
$30.6B
$1K ﹤0.01%
+190
New +$1.18K
ESLT icon
742
Elbit Systems
ESLT
$37.9B
$1K ﹤0.01%
+4
New +$573
EVC icon
743
Entravision Communication
EVC
$969M
$1K ﹤0.01%
+165
New +$1.03K
EXC icon
744
Exelon
EXC
$48.4B
$1K ﹤0.01%
+28
New +$805
FIBK icon
745
First Interstate BancSystem
FIBK
$3.7B
$1K ﹤0.01%
+20
New +$777
GPC icon
746
Genuine Parts
GPC
$16.6B
$1K ﹤0.01%
+13
New +$1.19K
HE icon
747
Hawaiian Electric Industries
HE
$2.34B
$1K ﹤0.01%
+37
New +$1.34K
HEFA icon
748
iShares Currency Hedged MSCI EAFE ETF
HEFA
$7.41B
$1K ﹤0.01%
+33
New +$979
HQH
749
abrdn Healthcare Investors
HQH
$1.21B
$1K ﹤0.01%
+31
New +$725
HUBS icon
750
HubSpot
HUBS
$9.73B
$1K ﹤0.01%
+12
New +$1.01K
28 29
30
31 32

Similar funds

SM
Skaana Management Brooklyn, New York $296M AUM 65.1% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
JCM
Jacobsen Capital Management Salt Lake City, Utah $296M AUM 24.47% 1-Year Est. Return
CA
Claar Advisors New York $295M AUM 12.26% 1-Year Est. Return
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $295M AUM 18.48% 1-Year Est. Return
NRC
New Republic Capital Charlotte, North Carolina $297M AUM 24.5% 1-Year Est. Return

Front Row Advisors's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Front Row Advisors, which disclosed 863 positions worth $126M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 198,288 shares worth $8.39M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Healthcare and Financials.

  • Front Row Advisors's largest Q4 2017 buy was Apple: 198,288 shares worth $8.39M.
  • Front Row Advisors's ten largest holdings make up 25% of its $126M portfolio in Q4 2017.
  • Front Row Advisors disclosed 863 positions in Q4 2017, its first 13F filing on record.

Based on Front Row Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.