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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
HWC icon
751
Hancock Whitney
HWC
$6.09B
$1K ﹤0.01%
+28
New +$1.38K
ICLR icon
752
Icon
ICLR
$13.1B
$1K ﹤0.01%
+8
New +$922
IDCC icon
753
InterDigital
IDCC
$6.62B
$1K ﹤0.01%
+16
New +$1.2K
IRDM icon
754
Iridium Communications
IRDM
$5.05B
$1K ﹤0.01%
+120
New +$1.39K
IT icon
755
Gartner
IT
$8.95B
$1K ﹤0.01%
+8
New +$971
ITUB icon
756
Itaú Unibanco
ITUB
$92B
$1K ﹤0.01%
+155
New +$990
JEF icon
757
Jefferies Financial Group
JEF
$12.8B
$1K ﹤0.01%
+39
New +$899
LBTYK icon
758
Liberty Global Class C
LBTYK
$3.37B
$1K ﹤0.01%
+34
New +$1.04K
LEN icon
759
Lennar Class A
LEN
$19.8B
$1K ﹤0.01%
+20
New +$1.14K
LSTR icon
760
Landstar System
LSTR
$7.06B
$1K ﹤0.01%
+14
New +$1.41K
MRVL icon
761
Marvell Technology
MRVL
$188B
$1K ﹤0.01%
+62
New +$1.26K
NBHC icon
762
National Bank Holdings
NBHC
$1.93B
$1K ﹤0.01%
+29
New +$966
NMR icon
763
Nomura Holdings
NMR
$28.6B
$1K ﹤0.01%
+118
New +$683
NOK icon
764
Nokia
NOK
$54.3B
$1K ﹤0.01%
+304
New +$1.57K
ADAM
765
Adamas Trust
ADAM
$772M
$1K ﹤0.01%
+29
New +$728
OHI icon
766
Omega Healthcare
OHI
$15.2B
$1K ﹤0.01%
+26
New +$751
OIS icon
767
Oil States International
OIS
$522M
$1K ﹤0.01%
+31
New +$752
PBI icon
768
Pitney Bowes
PBI
$2.42B
$1K ﹤0.01%
+47
New +$554
PBP icon
769
Invesco S&P 500 BuyWrite ETF
PBP
$350M
$1K ﹤0.01%
+49
New +$1.1K
PHG icon
770
Philips
PHG
$25.3B
$1K ﹤0.01%
+49
New +$1.48K
PKX icon
771
POSCO
PKX
$16.1B
$1K ﹤0.01%
+17
New +$1.26K
QQQX icon
772
Nuveen NASDAQ 100 Dynamic Overwrite Fund
QQQX
$1.45B
$1K ﹤0.01%
+55
New +$1.3K
RACE icon
773
Ferrari
RACE
$63.2B
$1K ﹤0.01%
+12
New +$1.33K
RMAX icon
774
RE/MAX Holdings
RMAX
$197M
$1K ﹤0.01%
+15
New +$857
ROL icon
775
Rollins
ROL
$19B
$1K ﹤0.01%
+52
New +$1.06K
29 30
31
32 33

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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.