We are live on ! Find out more
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
HD icon
101
Home Depot
HD
$325B
$255K 0.2%
+1,347
New +$232K
MCK icon
102
McKesson
MCK
$95.7B
$239K 0.19%
+1,531
New +$227K
HDV
103
iShares Core High Dividend ETF
HDV
$14.3B
$233K 0.19%
+12,925
New +$226K
EXI icon
104
iShares Global Industrials ETF
EXI
$1.41B
$230K 0.18%
+2,479
New +$224K
HSY icon
105
Hershey
HSY
$34.5B
$229K 0.18%
+2,015
New +$222K
SCHD icon
106
Schwab US Dividend Equity ETF
SCHD
$100B
$226K 0.18%
+13,248
New +$218K
VPU
107
Vanguard Utilities ETF
VPU
$8.8B
$224K 0.18%
+1,925
New +$232K
EFA icon
108
iShares MSCI EAFE ETF
EFA
$76.1B
$220K 0.18%
+3,136
New +$218K
BSJJ
109
DELISTED
Invesco BulletShares 2019 High Yield Corporate Bond ETF
BSJJ
$215K 0.17%
+8,820
New +$216K
KXI icon
110
iShares Global Consumer Staples ETF
KXI
$1.02B
$192K 0.15%
+3,622
New +$188K
SLB icon
111
SLB Ltd
SLB
$72.2B
$192K 0.15%
+2,844
New +$184K
VHT icon
112
Vanguard Health Care ETF
VHT
$17.9B
$192K 0.15%
+1,248
New +$192K
DVY icon
113
iShares Select Dividend ETF
DVY
$23.7B
$184K 0.15%
+1,865
New +$179K
IJJ icon
114
iShares S&P Mid-Cap 400 Value ETF
IJJ
$8.77B
$177K 0.14%
+2,216
New +$173K
IWF icon
115
iShares Russell 1000 Growth ETF
IWF
$123B
$175K 0.14%
+5,200
New +$170K
SCHB icon
116
Schwab US Broad Market ETF
SCHB
$42.8B
$174K 0.14%
+16,140
New +$169K
COP icon
117
ConocoPhillips
COP
$148B
$173K 0.14%
+3,147
New +$162K
SCHE icon
118
Schwab Emerging Markets Equity ETF
SCHE
$12.4B
$173K 0.14%
+6,188
New +$171K
VIG icon
119
Vanguard Dividend Appreciation ETF
VIG
$110B
$171K 0.14%
+1,673
New +$165K
IWR icon
120
iShares Russell Mid-Cap ETF
IWR
$56.7B
$170K 0.14%
+3,260
New +$165K
CRM icon
121
Salesforce
CRM
$130B
$169K 0.13%
+1,654
New +$169K
SCHG icon
122
Schwab US Large-Cap Growth ETF
SCHG
$58.5B
$167K 0.13%
+18,864
New +$162K
GIS icon
123
General Mills
GIS
$19.2B
$166K 0.13%
+2,798
New +$151K
SCHV
124
Schwab US Large-Cap Value ETF
SCHV
$15.8B
$158K 0.13%
+8,667
New +$154K
GOOG icon
125
Alphabet (Google) Class C
GOOG
$3.87T
$155K 0.12%
+2,960
New +$151K
3 4
5
6 7

Similar funds

SM
Skaana Management Brooklyn, New York $296M AUM 65.1% 1-Year Est. Return
RHP
Royal Harbor Partners Houston, Texas $295M AUM 14.06% 1-Year Est. Return
MSWM
Master's Wealth Management Lancaster, Pennsylvania $295M AUM 15.96% 1-Year Est. Return
RLIM
Red Lighthouse Investment Management New York $296M AUM 22.04% 1-Year Est. Return
JCM
Jacobsen Capital Management Salt Lake City, Utah $296M AUM 24.47% 1-Year Est. Return
CA
Claar Advisors New York $295M AUM 12.26% 1-Year Est. Return
KNFPWM
Keeler & Nadler Financial Planning & Wealth Management Dublin, Ohio $295M AUM 18.48% 1-Year Est. Return
NRC
New Republic Capital Charlotte, North Carolina $297M AUM 24.5% 1-Year Est. Return

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.