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FRA

Front Row Advisors Portfolio holdings

AUM $296M
1-Year Est. Return 34.73%
This Fund
S&P 500
This Quarter Est. Return
+6.65%
1 Year Est. Return
+34.73%
3 Year Est. Return
+122.22%
5 Year Est. Return
+164.22%
10 Year Est. Return
–
AUM
$126M
AUM Growth
–
Cap. Flow
+$123M
Cap. Flow %
97.94%
Top 10 Hldgs %
25.04%
Holding
863
New
861
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$8.29M
2
CVX icon
Chevron
CVX
+$3.46M
3
MSFT icon
Microsoft
MSFT
+$3.46M
4
ABBV icon
AbbVie
ABBV
+$2.62M
5
INTC icon
Intel
INTC
+$2.36M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 24.15%
2 Healthcare 14.33%
3 Financials 10.98%
4 Consumer Staples 7.24%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CAT icon
201
Caterpillar
CAT
$413B
$63K 0.05%
+400
New +$55.5K
EMN icon
202
Eastman Chemical
EMN
$7.73B
$63K 0.05%
+683
New +$62.1K
DEO icon
203
Diageo
DEO
$45.4B
$61K 0.05%
+420
New +$57.9K
FLOT icon
204
iShares Floating Rate Bond ETF
FLOT
$10.1B
$60K 0.05%
+1,174
New +$59.8K
BP icon
205
BP
BP
$114B
$59K 0.05%
+1,522
New +$55.1K
MS icon
206
Morgan Stanley
MS
$337B
$59K 0.05%
+1,127
New +$57K
IVV icon
207
iShares Core S&P 500 ETF
IVV
$874B
$58K 0.05%
+216
New +$56.6K
ADBE icon
208
Adobe
ADBE
$84.5B
$57K 0.05%
+323
New +$55.6K
DRI icon
209
Darden Restaurants
DRI
$22.1B
$57K 0.05%
+595
New +$50.3K
HSBC icon
210
HSBC
HSBC
$349B
$57K 0.05%
+1,199
New +$54.2K
SPSB icon
211
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.4B
$56K 0.04%
+1,833
New +$56K
ATVI
212
DELISTED
Activision Blizzard
ATVI
$56K 0.04%
+880
New +$55.6K
BIV icon
213
Vanguard Intermediate-Term Bond ETF
BIV
$28.8B
$54K 0.04%
+648
New +$54.6K
FNB icon
214
FNB Corp
FNB
$6.69B
$54K 0.04%
+3,874
New +$53.2K
IJS icon
215
iShares S&P Small-Cap 600 Value ETF
IJS
$8.07B
$54K 0.04%
+700
New +$52.7K
SAP icon
216
SAP
SAP
$171B
$54K 0.04%
+479
New +$54.2K
VDC icon
217
Vanguard Consumer Staples ETF
VDC
$7.75B
$54K 0.04%
+367
New +$51.8K
CIT
218
DELISTED
CIT Group Inc.
CIT
$54K 0.04%
+1,104
New +$53.5K
ALLY icon
219
Ally Financial
ALLY
$13.3B
$53K 0.04%
+1,806
New +$47.9K
AL
220
DELISTED
Air Lease Corp
AL
$51K 0.04%
+1,060
New +$46.6K
SHM icon
221
State Street SPDR Nuveen ICE Short Term Municipal Bond ETF
SHM
$3.46B
$51K 0.04%
+1,060
New +$51.2K
WPS
222
DELISTED
iShares International Developed Property ETF
WPS
$51K 0.04%
+1,291
New +$50.2K
CWB icon
223
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.74B
$50K 0.04%
+983
New +$50.6K
ICE icon
224
Intercontinental Exchange
ICE
$80.8B
$50K 0.04%
+708
New +$48.6K
TSLA icon
225
Tesla
TSLA
$1.2T
$50K 0.04%
+2,400
New +$52.2K
7 8
9
10 11

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Front Row Advisors's Q4 2017 Portfolio in Review

Q4 2017 is the first quarter with a 13F filing on record for Front Row Advisors, which disclosed 863 positions worth $126M. Its ten largest holdings account for 25% of the portfolio.

Its largest position is Apple: 198,288 shares worth $8.39M.

By sector, the portfolio is most concentrated in Technology at 24% of assets, followed by Healthcare and Financials.

  • Front Row Advisors's largest Q4 2017 buy was Apple: 198,288 shares worth $8.39M.
  • Front Row Advisors's ten largest holdings make up 25% of its $126M portfolio in Q4 2017.
  • Front Row Advisors disclosed 863 positions in Q4 2017, its first 13F filing on record.

Based on Front Row Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.