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
$321M
AUM Growth
+$43.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
102
New
Increased
Reduced
Closed

Top Sells

1 +$1.95M
2 +$1.7M
3 +$940K
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$859K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$707K

Sector Composition

1 Communication Services 10.01%
2 Technology 7.78%
3 Healthcare 7.64%
4 Consumer Discretionary 0.86%
5 Industrials 0.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
101
-3,077
102
-9,593