FRA
Front Row Advisors Portfolio holdings
AUM
$287M
This Quarter Return
-15.77%
1 Year Return
+24%
3 Year Return
+128.74%
5 Year Return
+209.44%
10 Year Return
–
AUM
$203M
AUM Growth
+$203M
(-18%)
Cap. Flow
+$4.31M
Cap. Flow
% of AUM
2.12%
Top 10 Holdings %
Top 10 Hldgs %
31.93%
Holding
969
New
16
Increased
167
Reduced
212
Closed
52
Top Buys
| 1 |
Fortinet
FTNT
|
$4.08M |
| 2 |
Amazon
AMZN
|
$1.99M |
| 3 |
Berkshire Hathaway Class B
BRK.B
|
$824K |
| 4 |
MKS Inc. Common Stock
MKSI
|
$168K |
| 5 |
Warner Bros
WBD
|
$128K |
Top Sells
| 1 |
Berkshire Hathaway Class A
BRK.A
|
$1.06M |
| 2 |
SPDR S&P 500 ETF Trust
SPY
|
$445K |
| 3 |
NVIDIA
NVDA
|
$146K |
| 4 |
Target
TGT
|
$138K |
| 5 |
Federal Realty Investment Trust
FRT
|
$123K |
Sector Composition
| 1 | Technology | 36.03% |
| 2 | Healthcare | 14.37% |
| 3 | Consumer Staples | 7.26% |
| 4 | Financials | 7.26% |
| 5 | Industrials | 4.37% |