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
376
$416K 0.03%
+10,040
377
$415K 0.03%
+3,170
378
$415K 0.03%
+9,809
379
$414K 0.03%
+1,663
380
$412K 0.03%
+2,288
381
$411K 0.03%
4,394
+747
382
$408K 0.03%
8,180
+8,149
383
$406K 0.03%
+37,194
384
$403K 0.03%
8,072
+8,010
385
$402K 0.03%
1,459
+1,453
386
$402K 0.03%
2,046
+2,042
387
$400K 0.03%
1,861
+1,847
388
$399K 0.03%
+55,668
389
$397K 0.03%
40,000
390
$397K 0.03%
+4,338
391
$393K 0.03%
+11,881
392
$392K 0.03%
5,898
+5,851
393
$391K 0.03%
15,453
+7,619
394
$391K 0.03%
+10,132
395
$389K 0.03%
+7,210
396
$388K 0.03%
+4,858
397
$388K 0.03%
8,222
+8,204
398
$388K 0.03%
3,996
399
$387K 0.03%
+30,669
400
$387K 0.03%
+3,787
14 15
16
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