FRA

Frank Rimerman Advisors Portfolio holdings

AUM $1.49B
1-Year Est. Return 25.09%
This Quarter Est. Return
1 Year Est. Return
+25.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.41B
AUM Growth
+$893M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
546
New
Increased
Reduced
Closed

Top Buys

1
+$58.1M
2
+$54.8M
3
+$50.2M
4
AMZN icon
Amazon
AMZN
+$30.7M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$28.3M

Top Sells

1
+$4.28M
2
+$1.3M
3
+$1.05M
4
LC icon
LendingClub
LC
+$171K
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$83.3K

Sector Composition

1 Technology 26.72%
2 Communication Services 11.28%
3 Healthcare 7.21%
4 Financials 6.88%
5 Consumer Discretionary 5.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$699K 0.05%
+11,150
277
$688K 0.05%
2,393
+2,386
278
$688K 0.05%
7,956
+4,775
279
$684K 0.05%
22,075
+20,889
280
$683K 0.05%
11,772
+11,715
281
$682K 0.05%
7,771
+7,763
282
$677K 0.05%
+1,462
283
$677K 0.05%
11,232
+11,202
284
$673K 0.05%
11,698
+11,684
285
$670K 0.05%
+3,904
286
$669K 0.05%
+37,692
287
$667K 0.05%
5,344
+5,336
288
$658K 0.05%
8,783
289
$646K 0.05%
+4,267
290
$639K 0.05%
11,944
291
$637K 0.05%
3,132
+3,123
292
$634K 0.04%
4,630
+4,602
293
$631K 0.04%
2,122
+2,110
294
$629K 0.04%
+3,250
295
$628K 0.04%
6,795
+6,774
296
$627K 0.04%
7,156
+7,108
297
$627K 0.04%
+4,703
298
$621K 0.04%
+17,733
299
$613K 0.04%
8,700
+8,655
300
$608K 0.04%
30,360
+30,184
10 11
12
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