FRA

Front Row Advisors Portfolio holdings

AUM $298M
1-Year Est. Return 30.15%
This Quarter Est. Return
1 Year Est. Return
+30.15%
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
751
$2K ﹤0.01%
54
752
$2K ﹤0.01%
16
753
$2K ﹤0.01%
25
754
$2K ﹤0.01%
62
755
$2K ﹤0.01%
17
756
$2K ﹤0.01%
+15
757
$2K ﹤0.01%
177
758
$2K ﹤0.01%
47
759
$2K ﹤0.01%
30
760
$2K ﹤0.01%
11
761
$2K ﹤0.01%
14
762
$2K ﹤0.01%
200
763
$2K ﹤0.01%
60
764
$2K ﹤0.01%
60
-44
765
$2K ﹤0.01%
25
766
$2K ﹤0.01%
146
767
$2K ﹤0.01%
100
-292
768
$2K ﹤0.01%
40
769
$2K ﹤0.01%
51
770
$2K ﹤0.01%
86
771
$2K ﹤0.01%
20
772
$2K ﹤0.01%
50
773
$2K ﹤0.01%
33
774
$2K ﹤0.01%
44
775
$2K ﹤0.01%
74
-3
29 30
31
32 33