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
151
$141K 0.06%
1,311
-115
152
$139K 0.06%
1,390
153
$136K 0.06%
1,804
-612
154
$135K 0.06%
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155
$135K 0.06%
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156
$134K 0.06%
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157
$132K 0.06%
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158
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159
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160
$116K 0.05%
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161
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162
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163
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164
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165
$112K 0.05%
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166
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5,763
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$106K 0.05%
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170
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171
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173
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174
$95K 0.04%
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175
$92K 0.04%
1,235
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