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
$225M
AUM Growth
+$16.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
985
New
Increased
Reduced
Closed

Top Buys

1
+$109K
2
+$82.7K
3
+$75.6K
4
ISRG icon
Intuitive Surgical
ISRG
+$60.2K
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$60K

Top Sells

1
+$845K
2
+$277K
3
+$173K
4
FTNT icon
Fortinet
FTNT
+$159K
5
MMC icon
Marsh & McLennan
MMC
+$154K

Sector Composition

1 Technology 41.58%
2 Healthcare 11.76%
3 Financials 6.86%
4 Consumer Staples 6.86%
5 Consumer Discretionary 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$183K 0.08%
3,711
127
$180K 0.08%
2,487
128
$180K 0.08%
1,628
129
$176K 0.08%
433
-5
130
$174K 0.08%
2,000
131
$174K 0.08%
1,300
132
$172K 0.08%
3,070
133
$171K 0.08%
2,797
134
$168K 0.07%
1,551
-532
135
$168K 0.07%
7,533
136
$168K 0.07%
2,682
137
$167K 0.07%
3,484
+670
138
$167K 0.07%
2,296
139
$164K 0.07%
1,238
140
$163K 0.07%
3,311
-5
141
$162K 0.07%
1,508
-75
142
$159K 0.07%
1,320
143
$159K 0.07%
1,578
144
$159K 0.07%
3,472
145
$157K 0.07%
571
146
$155K 0.07%
501
-44
147
$152K 0.07%
6,245
148
$152K 0.07%
2,047
149
$149K 0.07%
2,592
150
$149K 0.07%
2,500
4 5
6
7 8