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
176
$1.28M 0.09%
6,370
+6,268
177
$1.27M 0.09%
+1,535
178
$1.23M 0.09%
20,684
+20,644
179
$1.22M 0.09%
5,552
+5,501
180
$1.22M 0.09%
+27,064
181
$1.22M 0.09%
6,694
182
$1.22M 0.09%
+743
183
$1.21M 0.09%
+30,521
184
$1.2M 0.09%
+37,370
185
$1.2M 0.09%
+9,785
186
$1.19M 0.08%
+7,020
187
$1.19M 0.08%
+22,498
188
$1.19M 0.08%
7,000
+6,576
189
$1.18M 0.08%
+41,238
190
$1.18M 0.08%
+7,783
191
$1.17M 0.08%
2,159
+2,150
192
$1.16M 0.08%
14,880
+14,836
193
$1.15M 0.08%
+23,504
194
$1.15M 0.08%
15,227
+14,925
195
$1.13M 0.08%
+59,427
196
$1.12M 0.08%
12,591
+6,769
197
$1.12M 0.08%
11,210
+11,203
198
$1.12M 0.08%
2,099
199
$1.11M 0.08%
6,069
200
$1.1M 0.08%
28,294
+28,241
6 7
8
9 10