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
751
$2K ﹤0.01%
42
752
$2K ﹤0.01%
54
753
$2K ﹤0.01%
16
754
$2K ﹤0.01%
25
755
$2K ﹤0.01%
62
756
$2K ﹤0.01%
17
757
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177
758
$2K ﹤0.01%
20
759
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45
-20
760
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95
-6
761
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77
-34
762
$2K ﹤0.01%
30
763
$2K ﹤0.01%
14
764
$2K ﹤0.01%
64
-28
765
$2K ﹤0.01%
60
766
$2K ﹤0.01%
60
767
$2K ﹤0.01%
25
768
$2K ﹤0.01%
146
769
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22
-10
770
$2K ﹤0.01%
100
771
$2K ﹤0.01%
40
772
$2K ﹤0.01%
26
-113
773
$2K ﹤0.01%
51
774
$2K ﹤0.01%
60
-26
775
$2K ﹤0.01%
20
29 30
31
32 33