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
501
$220K 0.02%
+4,741
502
$220K 0.02%
+2,070
503
$219K 0.02%
+3,829
504
$218K 0.02%
+44,038
505
$217K 0.02%
+12,787
506
$216K 0.02%
+793
507
$214K 0.02%
237
+234
508
$214K 0.02%
+995
509
$213K 0.02%
+1,234
510
$212K 0.02%
17,912
-6,382
511
$212K 0.02%
+3,997
512
$212K 0.02%
2,952
+2,944
513
$212K 0.02%
2,023
-12,426
514
$211K 0.02%
+1,499
515
$211K 0.01%
1,674
+1,658
516
$210K 0.01%
+1,046
517
$210K 0.01%
+1,618
518
$209K 0.01%
1,146
+1,140
519
$205K 0.01%
6,141
+6,111
520
$202K 0.01%
1,896
+1,881
521
$202K 0.01%
+13,139
522
$202K 0.01%
+525
523
$202K 0.01%
+695
524
$200K 0.01%
15,792
525
$200K 0.01%
+10,000
18 19 20
21
22