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
126
$1.86M 0.13%
20,465
+20,456
127
$1.85M 0.13%
+19,357
128
$1.83M 0.13%
+463
129
$1.79M 0.13%
+4,264
130
$1.76M 0.12%
22,412
+22,064
131
$1.75M 0.12%
88,240
+87,205
132
$1.74M 0.12%
41,819
+41,707
133
$1.73M 0.12%
+13,989
134
$1.73M 0.12%
17,395
+16,981
135
$1.73M 0.12%
16,608
+16,535
136
$1.72M 0.12%
8,043
+8,028
137
$1.71M 0.12%
+29,581
138
$1.68M 0.12%
7,018
+6,997
139
$1.67M 0.12%
5,055
+5,052
140
$1.66M 0.12%
13,989
+13,966
141
$1.62M 0.12%
3,248
+2
142
$1.59M 0.11%
+3,141
143
$1.57M 0.11%
+6,049
144
$1.57M 0.11%
7,543
+7,526
145
$1.55M 0.11%
20,158
+20,091
146
$1.55M 0.11%
+11,205
147
$1.54M 0.11%
+23,420
148
$1.54M 0.11%
13,352
+13,344
149
$1.54M 0.11%
8,880
+8,861
150
$1.54M 0.11%
4,679
+4,668
4 5
6
7 8