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
151
$144K 0.07%
3,135
152
$143K 0.07%
4,850
153
$142K 0.07%
1,255
154
$141K 0.07%
2,000
155
$140K 0.07%
1,601
156
$139K 0.07%
514
157
$138K 0.07%
2,047
158
$135K 0.07%
3,344
159
$134K 0.07%
3,340
160
$126K 0.06%
1,371
161
$126K 0.06%
6,731
-332
162
$125K 0.06%
1,295
163
$122K 0.06%
2,408
164
$120K 0.06%
2,592
165
$119K 0.06%
2,141
-34
166
$116K 0.06%
1,920
167
$113K 0.06%
4,420
168
$112K 0.06%
3,875
169
$110K 0.06%
3,021
170
$109K 0.06%
1,120
171
$109K 0.06%
1,499
172
$108K 0.06%
2,000
173
$108K 0.06%
4,000
174
$105K 0.05%
3,650
175
$105K 0.05%
1,504
5 6
7
8 9