FRA

Front Row Advisors Portfolio holdings

AUM $298M
1-Year Est. Return 30.15%
This Quarter Est. Return
1 Year Est. Return
+30.15%
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
201
$75K 0.04%
652
202
$74K 0.04%
1,393
-272
203
$74K 0.04%
1,970
+1
204
$73K 0.04%
459
-1
205
$73K 0.04%
480
206
$73K 0.04%
1,313
207
$72K 0.04%
3,242
208
$72K 0.04%
2,250
209
$71K 0.04%
571
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210
$70K 0.04%
1,027
211
$70K 0.04%
1,294
212
$70K 0.04%
948
213
$69K 0.04%
1,319
214
$68K 0.03%
622
215
$68K 0.03%
320
216
$68K 0.03%
3,116
217
$67K 0.03%
864
-2,592
218
$67K 0.03%
300
219
$66K 0.03%
961
220
$65K 0.03%
1,105
221
$65K 0.03%
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222
$65K 0.03%
902
223
$64K 0.03%
577
224
$64K 0.03%
565
225
$64K 0.03%
258
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9
10 11