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
451
$290K 0.02%
+5,275
452
$289K 0.02%
745
+744
453
$288K 0.02%
4,000
454
$286K 0.02%
5,881
+3,512
455
$285K 0.02%
494
456
$282K 0.02%
+3,261
457
$279K 0.02%
+3,122
458
$279K 0.02%
12,461
+46
459
$278K 0.02%
5,132
-1,537
460
$276K 0.02%
2,038
+2,029
461
$275K 0.02%
4,582
-1
462
$274K 0.02%
+26,709
463
$274K 0.02%
8,316
464
$274K 0.02%
2,412
465
$273K 0.02%
+1,179
466
$270K 0.02%
+3,643
467
$269K 0.02%
10,688
468
$269K 0.02%
+1,668
469
$268K 0.02%
+3,123
470
$266K 0.02%
3,532
+3,514
471
$265K 0.02%
1,551
472
$262K 0.02%
+2,474
473
$259K 0.02%
+1,352
474
$258K 0.02%
2,713
+2,628
475
$258K 0.02%
4,184
17 18
19
20 21