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Home > Institutional Investor > Frank, Rimerman Advisors Llc > Profile

Instuitional Investor - Frank, Rimerman Advisors Llc

Fund Profile
Filing Period:
Fund Name: Frank, Rimerman Advisors Llc
Portfolio Value $479,318,808
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Traded Fd Tr Ii
 434,980 $73,311,456 15.29%
2.
Invesco Qqq Tr
 160,252 $65,626,580 13.69%
3.
Ishares Trust
 IEF 269,955 $46,942,475 9.79%
4.
Spdr S & P 500 Etf Trust
 SPY 78,940 $37,520,915 7.82%
5.
Netflix Inc
 NFLX 53,158 $25,881,567 5.39%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)