FRA
Frank Rimerman Advisors Portfolio holdings
AUM
$1.56B
1-Year Est. Return
29.18%
1 Year Est. Return
+29.18%
AUM
$1.56B
AUM Growth
+$71M
(+4.8%)
Holding
630
Top Buys
| 1 | +$2.29M | |
| 2 | +$1.86M | |
| 3 | +$1.66M | |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$1.62M |
| 5 |
UnitedHealth
UNH
|
+$1.47M |
Top Sells
| 1 | +$43.4M | |
| 2 | +$26.2M | |
| 3 | +$3.87M | |
| 4 |
LyondellBasell Industries
LYB
|
+$3.33M |
| 5 |
United Parcel Service
UPS
|
+$2.62M |
Sector Composition
| 1 | Technology | 26.11% |
| 2 | Communication Services | 14.37% |
| 3 | Financials | 8.62% |
| 4 | Consumer Discretionary | 6.35% |
| 5 | Healthcare | 5.68% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
626
United Parcel Service
UPS
$80.5B
| – | – |
-25,933
|
|
||
627
Waters Corp
WAT
$23.5B
| – | – |
-642
|
|
||
|
WBA
628
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-10,469
|
|
||
629
Wendy's
WEN
$1.61B
| – | – |
-16,056
|
|
||
|
EXE
630
Expand Energy Corp
EXE
$29.3B
| – | – |
-2,933
|
|