FRA
Front Row Advisors Portfolio holdings
AUM
$287M
1-Year Return
24%
This Quarter Return
+6.24%
1 Year Return
+24%
3 Year Return
+128.74%
5 Year Return
+209.44%
10 Year Return
–
AUM
$280M
AUM Growth
-$7.34M
(-2.6%)
Cap. Flow
-$22.6M
Cap. Flow
% of AUM
-8.08%
Top 10 Holdings %
Top 10 Hldgs %
45.64%
Holding
951
New
8
Increased
46
Reduced
212
Closed
452
Top Buys
| 1 |
Dell
DELL
|
$3.19M |
| 2 |
Chubb
CB
|
$220K |
| 3 |
Global X US Preferred ETF
PFFD
|
$156K |
| 4 |
TE Connectivity
TEL
|
$140K |
| 5 |
Arista Networks
ANET
|
$88.3K |
Top Sells
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$1.58M |
| 2 |
Exxon Mobil
XOM
|
$1.51M |
| 3 |
Chevron
CVX
|
$1.22M |
| 4 |
Eli Lilly
LLY
|
$854K |
| 5 |
JPMorgan Chase
JPM
|
$784K |
Sector Composition
| 1 | Technology | 48.17% |
| 2 | Healthcare | 8.71% |
| 3 | Consumer Staples | 8.37% |
| 4 | Industrials | 6.34% |
| 5 | Financials | 5.84% |
