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
301
$608K 0.04%
+12,542
302
$606K 0.04%
577
+574
303
$604K 0.04%
+6,318
304
$599K 0.04%
+2,397
305
$597K 0.04%
+17,673
306
$595K 0.04%
4,033
+3,967
307
$591K 0.04%
+3,437
308
$589K 0.04%
+40,813
309
$589K 0.04%
2,519
+2,478
310
$584K 0.04%
2,918
+2,909
311
$575K 0.04%
5,927
+5,833
312
$568K 0.04%
+17,033
313
$567K 0.04%
39,127
+35,732
314
$562K 0.04%
+9,426
315
$559K 0.04%
+2,048
316
$558K 0.04%
+21,591
317
$557K 0.04%
+17,871
318
$554K 0.04%
1,911
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319
$554K 0.04%
982
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320
$551K 0.04%
9,324
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321
$548K 0.04%
+14,671
322
$547K 0.04%
+11,251
323
$541K 0.04%
+8,110
324
$537K 0.04%
384
+381
325
$536K 0.04%
+6,764
11 12
13
14 15