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
426
$337K 0.02%
3,167
+3,164
427
$337K 0.02%
+5,246
428
$335K 0.02%
3,462
+3,458
429
$330K 0.02%
15,587
+15,514
430
$327K 0.02%
+3,164
431
$324K 0.02%
1,226
432
$324K 0.02%
8,879
+8,759
433
$322K 0.02%
+177
434
$320K 0.02%
6,751
+6,334
435
$317K 0.02%
4,518
+4,424
436
$315K 0.02%
+200
437
$314K 0.02%
+38,061
438
$314K 0.02%
1,412
+1,093
439
$313K 0.02%
+11,029
440
$304K 0.02%
+2,936
441
$302K 0.02%
10,938
+10,834
442
$301K 0.02%
1,728
443
$301K 0.02%
1,982
+1,733
444
$298K 0.02%
1,868
+1,859
445
$294K 0.02%
1,310
+1,304
446
$294K 0.02%
5,475
+5,425
447
$294K 0.02%
+1,982
448
$292K 0.02%
+4,637
449
$292K 0.02%
1,294
+1,282
450
$291K 0.02%
3,635
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