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
401
$386K 0.03%
+2,247
402
$385K 0.03%
+6,576
403
$384K 0.03%
1,225
+1,223
404
$376K 0.03%
4,940
+4,916
405
$374K 0.03%
3,152
+2,451
406
$374K 0.03%
+7,714
407
$373K 0.03%
5,384
+1,366
408
$372K 0.03%
2,953
+2,363
409
$371K 0.03%
+4,999
410
$371K 0.03%
+4,162
411
$371K 0.03%
+2,017
412
$371K 0.03%
+12,740
413
$364K 0.03%
+2,279
414
$363K 0.03%
8,035
+8,016
415
$356K 0.03%
+9,060
416
$353K 0.03%
5,198
+5,115
417
$353K 0.03%
2,535
+2,506
418
$353K 0.03%
+14,291
419
$350K 0.02%
10,101
+10,073
420
$348K 0.02%
3,263
-1
421
$348K 0.02%
+423
422
$344K 0.02%
+1,678
423
$344K 0.02%
7,065
-1
424
$341K 0.02%
13,134
425
$339K 0.02%
5,965
+1,136
15 16
17
18 19