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
726
$3K ﹤0.01%
28
727
$3K ﹤0.01%
55
728
$3K ﹤0.01%
500
729
$3K ﹤0.01%
137
730
$3K ﹤0.01%
94
+42
731
$3K ﹤0.01%
22
732
$3K ﹤0.01%
173
733
$3K ﹤0.01%
108
734
$3K ﹤0.01%
15
735
$3K ﹤0.01%
44
736
$3K ﹤0.01%
24
737
$3K ﹤0.01%
20
738
$3K ﹤0.01%
220
739
$3K ﹤0.01%
74
740
$3K ﹤0.01%
26
741
$3K ﹤0.01%
44
742
$3K ﹤0.01%
38
743
$3K ﹤0.01%
71
744
$3K ﹤0.01%
58
745
$3K ﹤0.01%
56
746
$2K ﹤0.01%
66
747
$2K ﹤0.01%
14
748
$2K ﹤0.01%
110
+4
749
$2K ﹤0.01%
30
750
$2K ﹤0.01%
28
28 29
30
31 32