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
426
$7.1K 0.01%
+236
427
$7.09K 0.01%
+69
428
$7.07K 0.01%
+218
429
$7.07K 0.01%
+106
430
$7.06K 0.01%
+70
431
$6.98K 0.01%
+51
432
$6.92K 0.01%
+21
433
$6.88K 0.01%
+12
434
$6.86K 0.01%
+78
435
$6.8K 0.01%
+36
436
$6.79K 0.01%
+426
437
$6.75K 0.01%
+86
438
$6.74K 0.01%
+149
439
$6.68K 0.01%
+59
440
$6.64K 0.01%
+475
441
$6.62K 0.01%
+60
442
$6.57K 0.01%
+65
443
$6.52K 0.01%
+191
444
$6.51K 0.01%
+84
445
$6.5K 0.01%
+94
446
$6.41K 0.01%
+19
447
$6.26K 0.01%
+126
448
$6.25K 0.01%
+16
449
$6.24K 0.01%
+34
450
$6.24K 0.01%
+58
16 17
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