FRA

Front Row Advisors Portfolio holdings

AUM $287M
1-Year Est. Return 24%
This Quarter Est. Return
1 Year Est. Return
+24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$195M
AUM Growth
+$6.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
940
New
Increased
Reduced
Closed

Top Buys

1
+$182K
2
+$67.6K
3
+$64.9K
4
SUSB icon
iShares ESG Aware 1-5 Year USD Corporate Bond ETF
SUSB
+$60K
5
ROBT icon
First Trust Nasdaq Artificial Intelligence and Robotics ETF
ROBT
+$49K

Top Sells

1
+$3.22M
2
+$2.18M
3
+$1.58M
4
IJT icon
iShares S&P Small-Cap 600 Growth ETF
IJT
+$663K
5
WFC icon
Wells Fargo
WFC
+$328K

Sector Composition

1 Technology 35.39%
2 Healthcare 15.61%
3 Consumer Staples 7.57%
4 Financials 7.18%
5 Consumer Discretionary 5.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$197K 0.1%
2,363
127
$186K 0.1%
18,300
128
$179K 0.09%
2,769
129
$178K 0.09%
1,335
130
$177K 0.09%
2,020
131
$175K 0.09%
5,793
-10,855
132
$174K 0.09%
3,540
133
$173K 0.09%
748
134
$173K 0.09%
2,972
135
$170K 0.09%
2,387
-34
136
$169K 0.09%
501
137
$166K 0.09%
8,343
138
$163K 0.08%
5,832
139
$162K 0.08%
1,370
140
$162K 0.08%
1,244
141
$159K 0.08%
2,000
142
$158K 0.08%
6,000
143
$153K 0.08%
1,776
-1,776
144
$151K 0.08%
2,682
145
$150K 0.08%
2,500
146
$147K 0.08%
563
147
$147K 0.08%
3,000
148
$147K 0.08%
2,296
149
$145K 0.07%
2,467
150
$145K 0.07%
4,000
4 5
6
7 8