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
376
$8.78K 0.01%
+36
377
$8.74K 0.01%
+108
378
$8.73K 0.01%
+297
379
$8.73K 0.01%
+38
380
$8.67K 0.01%
+215
381
$8.66K 0.01%
+48
382
$8.6K 0.01%
+133
383
$8.57K 0.01%
+198
384
$8.53K 0.01%
+438
385
$8.52K 0.01%
+106
386
$8.5K 0.01%
+64
387
$8.49K 0.01%
+384
388
$8.45K 0.01%
+225
389
$8.43K 0.01%
+45
390
$8.38K 0.01%
+116
391
$8.38K 0.01%
+736
392
$8.38K 0.01%
+286
393
$8.37K 0.01%
+43
394
$8.33K 0.01%
+345
395
$8.3K 0.01%
+30
396
$8.21K 0.01%
+59
397
$8.03K 0.01%
+246
398
$7.97K 0.01%
+75
399
$7.91K 0.01%
+156
400
$7.83K 0.01%
+100
14 15
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