FFA

Frazier Financial Advisors Portfolio holdings

AUM $142M
1-Year Est. Return 13.28%
This Quarter Est. Return
1 Year Est. Return
+13.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$114M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
859
New
Increased
Reduced
Closed

Top Buys

1
+$29.1M
2
+$11.4M
3
+$8.9M
4
DDWM icon
WisdomTree Dynamic International Equity Fund
DDWM
+$4.38M
5
DON icon
WisdomTree US MidCap Dividend Fund
DON
+$4.37M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 7.81%
2 Technology 7.8%
3 Consumer Discretionary 3.85%
4 Financials 3.71%
5 Industrials 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$21.8K 0.02%
+727
227
$21.4K 0.02%
+254
228
$21.2K 0.02%
+1,500
229
$21.1K 0.02%
+376
230
$20.9K 0.02%
+187
231
$20.8K 0.02%
+514
232
$20.6K 0.02%
+304
233
$20.4K 0.02%
+316
234
$20.3K 0.02%
+561
235
$20.2K 0.02%
+1,654
236
$19.5K 0.02%
+2,000
237
$19.4K 0.02%
+31
238
$19.3K 0.02%
+261
239
$19.3K 0.02%
+111
240
$19.1K 0.02%
+581
241
$19K 0.02%
+129
242
$19K 0.02%
+184
243
$18.9K 0.02%
+12
244
$18.8K 0.02%
+186
245
$18.7K 0.02%
+219
246
$18.3K 0.02%
+261
247
$18.1K 0.02%
+300
248
$18.1K 0.02%
+198
249
$18K 0.02%
+495
250
$17.7K 0.02%
+82
8 9
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