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
151
$1.52M 0.11%
19,460
-501
152
$1.52M 0.11%
4,467
+4,458
153
$1.52M 0.11%
+20,236
154
$1.5M 0.11%
22,893
+22,832
155
$1.49M 0.11%
19,440
156
$1.48M 0.1%
20,366
+20,107
157
$1.48M 0.1%
3,960
+3,933
158
$1.44M 0.1%
5,963
+5,897
159
$1.43M 0.1%
10,147
+10,136
160
$1.4M 0.1%
18,071
+18,014
161
$1.4M 0.1%
5,869
+5,861
162
$1.4M 0.1%
1,845
+1,842
163
$1.39M 0.1%
9,408
+9,283
164
$1.39M 0.1%
32,267
+32,244
165
$1.38M 0.1%
+17,515
166
$1.37M 0.1%
+4,565
167
$1.36M 0.1%
27,721
+27,659
168
$1.35M 0.1%
4,535
169
$1.33M 0.09%
17,990
+16,232
170
$1.32M 0.09%
+34,533
171
$1.31M 0.09%
41,666
+41,610
172
$1.31M 0.09%
5,838
+2,888
173
$1.3M 0.09%
6,102
+6,048
174
$1.29M 0.09%
+69,445
175
$1.29M 0.09%
4,321
+4,312
5 6
7
8 9