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
$194M
AUM Growth
+$500K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
971
New
Increased
Reduced
Closed

Top Buys

1
+$233K
2
+$89.6K
3
+$74.5K
4
AVGO icon
Broadcom
AVGO
+$72.7K
5
DIA icon
SPDR Dow Jones Industrial Average ETF Trust
DIA
+$53.1K

Top Sells

1
+$2.32M
2
+$1.01M
3
+$851K
4
DIS icon
Walt Disney
DIS
+$616K
5
VZ icon
Verizon
VZ
+$551K

Sector Composition

1 Technology 34.08%
2 Healthcare 14.69%
3 Financials 7.97%
4 Consumer Staples 7.73%
5 Consumer Discretionary 5.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
– –
-6,000
827
– –
-341
828
– –
-76
829
$0 ﹤0.01%
+7
830
– –
-800
831
– –
-420
832
$0 ﹤0.01%
+9
833
$0 ﹤0.01%
+20
834
– –
-68
835
– –
-800
836
$0 ﹤0.01%
+7
837
– –
-360
838
– –
-240
839
– –
-100
840
– –
-20
841
– –
-10
842
– –
-65
843
– –
-102
844
$0 ﹤0.01%
+2
845
– –
-20
846
– –
-82
847
– –
-49
848
– –
-1,500
849
$0 ﹤0.01%
+20
850
– –
-26
32 33
34
35 36