AG

Advocate Group Portfolio holdings

AUM $639M
1-Year Est. Return 16.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+16.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
+$48.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$745K
2 +$459K
3 +$435K
4
MS icon
Morgan Stanley
MS
+$415K
5
SCHW icon
Charles Schwab
SCHW
+$344K

Sector Composition

1 Technology 12.31%
2 Healthcare 11.85%
3 Consumer Staples 11.38%
4 Industrials 8.29%
5 Financials 8.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-2,681