FRA
Frank Rimerman Advisors Portfolio holdings
AUM
$1.58B
1-Year Est. Return
27.77%
This Fund
S&P 500
1 Year Est. Return
+27.77%
AUM
$1.58B
AUM Growth
+$18.7M
(+1.2%)
Holding
653
Top Buys
| 1 | +$3.44M | |
| 2 | +$3.28M | |
| 3 | +$2.44M | |
| 4 |
Amazon
AMZN
|
+$2.2M |
| 5 |
Eli Lilly
LLY
|
+$2.19M |
Top Sells
| 1 | +$30.1M | |
| 2 | +$24.2M | |
| 3 | +$2.8M | |
| 4 |
Procter & Gamble
PG
|
+$1.98M |
| 5 |
Paychex
PAYX
|
+$1.56M |
Sector Composition
| 1 | Technology | 27.07% |
| 2 | Communication Services | 14.68% |
| 3 | Financials | 8.99% |
| 4 | Consumer Discretionary | 6.46% |
| 5 | Healthcare | 6.37% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
651
Zillow
ZG
$11.3B
| – | – |
-2,872
|
|
||
652
Flutter Entertainment
FLUT
$20.1B
| – | – |
-863
|
|
||
|
XYZ
653
Block Inc
XYZ
$40.4B
| – | – |
-5,654
|
|