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
76
$3.05M 0.22%
9,720
+9,699
77
$3.04M 0.22%
64,064
+63,192
78
$3.04M 0.22%
37,100
+20,170
79
$3.03M 0.21%
31,208
+31,117
80
$3.02M 0.21%
+38,811
81
$3.02M 0.21%
28,196
-190
82
$2.96M 0.21%
8,111
83
$2.94M 0.21%
13,477
-239
84
$2.92M 0.21%
24,468
85
$2.91M 0.21%
152,220
+150,704
86
$2.85M 0.2%
101,887
+101,573
87
$2.83M 0.2%
11,117
+11,086
88
$2.69M 0.19%
67,624
+66,329
89
$2.63M 0.19%
+172,785
90
$2.59M 0.18%
+59,549
91
$2.56M 0.18%
11,053
+11,015
92
$2.54M 0.18%
4,598
+4,574
93
$2.53M 0.18%
+149,170
94
$2.5M 0.18%
+86,915
95
$2.5M 0.18%
24,290
+4,897
96
$2.49M 0.18%
5,309
+5,297
97
$2.48M 0.18%
+26,596
98
$2.45M 0.17%
+43,267
99
$2.44M 0.17%
17,853
+17,595
100
$2.44M 0.17%
+12,099
2 3
4
5 6