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
351
$467K 0.03%
3,528
+3,508
352
$466K 0.03%
+2,640
353
$461K 0.03%
+27,156
354
$459K 0.03%
+2,545
355
$459K 0.03%
2,579
+2,573
356
$457K 0.03%
+13,689
357
$456K 0.03%
11,002
358
$453K 0.03%
576
+567
359
$452K 0.03%
1,463
360
$450K 0.03%
+22,956
361
$448K 0.03%
2,882
+2,845
362
$438K 0.03%
3,242
+924
363
$437K 0.03%
+45,780
364
$436K 0.03%
4,568
+3,826
365
$436K 0.03%
10,405
+10,345
366
$433K 0.03%
2,980
+2,962
367
$432K 0.03%
6,520
+6,490
368
$432K 0.03%
+4,600
369
$428K 0.03%
+7,653
370
$424K 0.03%
1,134
+1,130
371
$423K 0.03%
+1,646
372
$423K 0.03%
7,190
373
$422K 0.03%
+29,466
374
$422K 0.03%
5,356
375
$419K 0.03%
2,514
+2,483
13 14
15
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