Portfolio (Quarterly)
Guide ↗
Frank, Rimerman Advisors LLC
· CIK 0001977560| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 41 | DD | DUPONT DE NEMOURS INC | Basic Materials | 2,920 | $227K | 0.01% | SOLD |
| 42 | DEO | DIAGEO PLC | Consumer Defensive | 2,366 | $226K | 0.01% | SOLD |
| 43 | AVT | AVNET INC | Technology | 4,256 | $223K | 0.01% | SOLD |
| 44 | — | FLUTTER ENTMT PLC | — | 863 | $219K | 0.01% | SOLD |
| 45 | CPB | THE CAMPBELLS COMPANY | Consumer Defensive | 6,860 | $217K | 0.01% | SOLD |
| 46 | ZG | ZILLOW GROUP INC | — | 2,872 | $214K | 0.01% | SOLD |
| 47 | PODD | INSULET CORP | Healthcare | 688 | $212K | 0.01% | SOLD |
| 48 | LH | LABCORP HOLDINGS INC | Healthcare | 738 | $212K | 0.01% | SOLD |
| 49 | UI | UBIQUITI INC | Technology | 316 | $209K | 0.01% | SOLD |
| 50 | — | CYBERARK SOFTWARE LTD | — | 430 | $208K | 0.01% | SOLD |
| 51 | EHC | ENCOMPASS HEALTH CORP | Healthcare | 1,615 | $205K | 0.01% | SOLD |
| 52 | DT | DYNATRACE INC | Technology | 4,195 | $203K | 0.01% | SOLD |
| 53 | SJM | SMUCKER J M CO | Consumer Defensive | 1,867 | $203K | 0.01% | SOLD |
| 54 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 2,043 | $201K | 0.01% | SOLD |
Sector Allocation
Technology
32.5%
Financial Services
21.5%
Communication Services
14.1%
Consumer Cyclical
7.6%
Healthcare
7.4%
Industrials
5.9%
Consumer Defensive
3.7%
Energy
2.5%
Utilities
2.0%
Real Estate
1.5%