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
101
$2.42M 0.17%
+45,646
102
$2.4M 0.17%
+37,897
103
$2.4M 0.17%
5,463
+5,445
104
$2.34M 0.17%
5,253
+5,240
105
$2.34M 0.17%
28,800
+30
106
$2.32M 0.16%
27,714
-29
107
$2.31M 0.16%
38,365
-1
108
$2.27M 0.16%
35,727
+35,540
109
$2.18M 0.15%
28,263
110
$2.18M 0.15%
6,773
+6,760
111
$2.17M 0.15%
+11,180
112
$2.17M 0.15%
8,969
-27
113
$2.16M 0.15%
9,451
+7,363
114
$2.12M 0.15%
3,919
+3,908
115
$2.12M 0.15%
+3,563
116
$2.05M 0.14%
29,834
+29,185
117
$2M 0.14%
+79,659
118
$1.99M 0.14%
12,075
+11,999
119
$1.99M 0.14%
6,471
+6,458
120
$1.99M 0.14%
43,964
+43,947
121
$1.98M 0.14%
+37,438
122
$1.95M 0.14%
27,469
+27,421
123
$1.93M 0.14%
+33,732
124
$1.93M 0.14%
33,604
-35
125
$1.89M 0.13%
+16,151
3 4
5
6 7