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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
RY icon
776
Royal Bank of Canada
RY
$290B
$1K ﹤0.01%
+12
New +$952
SAFE
777
Safehold
SAFE
$1.15B
$1K ﹤0.01%
+16
New +$902
SKM icon
778
SK Telecom
SKM
$13.5B
$1K ﹤0.01%
+24
New +$1.05K
SLYV icon
779
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.88B
$1K ﹤0.01%
+20
New +$1.27K
SNN icon
780
Smith & Nephew
SNN
$12.5B
$1K ﹤0.01%
+16
New +$582
SONY icon
781
Sony
SONY
$122B
$1K ﹤0.01%
+95
New +$816
SPEM icon
782
State Street SPDR Portfolio Emerging Markets ETF
SPEM
$17.1B
$1K ﹤0.01%
+36
New +$1.34K
STWD icon
783
Starwood Property Trust
STWD
$6.05B
$1K ﹤0.01%
+45
New +$975
TGB
784
Trekor Metals
TGB
$2.65B
$1K ﹤0.01%
+219
New +$474
TM icon
785
Toyota
TM
$209B
$1K ﹤0.01%
+10
New +$1.25K
TRMB icon
786
Trimble
TRMB
$11.7B
$1K ﹤0.01%
+33
New +$1.35K
TXN icon
787
Texas Instruments
TXN
$259B
$1K ﹤0.01%
+10
New +$974
USPH icon
788
US Physical Therapy
USPH
$1.11B
$1K ﹤0.01%
+14
New +$955
WOR icon
789
Worthington Enterprises
WOR
$2.72B
$1K ﹤0.01%
+52
New +$1.39K
WPP icon
790
WPP
WPP
$3.91B
$1K ﹤0.01%
+11
New +$975
UCB
791
United Community Banks
UCB
$4.18B
$1K ﹤0.01%
+33
New +$921
DOOR
792
DELISTED
MASONITE INTERNATIONAL CORP
DOOR
$1K ﹤0.01%
+20
New +$1.4K
DBD
793
DELISTED
Diebold Nixdorf Incorporated
DBD
$1K ﹤0.01%
+65
New +$1.26K
BSMX
794
DELISTED
Banco Santander México, S, A., Institución de Banca Múltiple, Grupo Financiero Santander México
BSMX
$1K ﹤0.01%
+122
New +$1.02K
LHCG
795
DELISTED
LHC Group LLC
LHCG
$1K ﹤0.01%
+19
New +$1.26K
PSB
796
DELISTED
PS Business Parks, Inc.
PSB
$1K ﹤0.01%
+7
New +$925
JOBS
797
DELISTED
51job Inc
JOBS
$1K ﹤0.01%
+15
New +$917
IPFF
798
DELISTED
iShares International Preferred Stock ETF
IPFF
$1K ﹤0.01%
+32
New +$594
BPFH
799
DELISTED
Boston Private Financial Holdings, Inc.
BPFH
$1K ﹤0.01%
+76
New +$1.21K
WBC
800
DELISTED
WABCO HOLDINGS INC.
WBC
$1K ﹤0.01%
+7
New +$1.03K
30 31
32
33 34

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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.