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
476
$257K 0.02%
+3,197
477
$257K 0.02%
2,580
478
$257K 0.02%
4,829
479
$256K 0.02%
+2,172
480
$254K 0.02%
+1,046
481
$253K 0.02%
+520
482
$253K 0.02%
+1,790
483
$252K 0.02%
+1,445
484
$252K 0.02%
4,300
485
$248K 0.02%
2,467
+2,403
486
$248K 0.02%
+13,159
487
$245K 0.02%
4,113
+4,076
488
$245K 0.02%
4,534
+4,492
489
$244K 0.02%
1,420
490
$242K 0.02%
+2,272
491
$238K 0.02%
+3,698
492
$238K 0.02%
+2,260
493
$238K 0.02%
2,056
+2,048
494
$235K 0.02%
+8,934
495
$234K 0.02%
3,009
+2,999
496
$223K 0.02%
+1,024
497
$222K 0.02%
12,711
+11,811
498
$222K 0.02%
+5,567
499
$221K 0.02%
+13,432
500
$221K 0.02%
2,632
+2,626
18 19
20
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