FAIM

Financial Advocates Investment Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.16B
AUM Growth
-$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$8.28M
3
+$8.02M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.56M
5
DEA
Easterly Government Properties
DEA
+$4.9M

Top Sells

1
+$27.6M
2
+$19.1M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$9.95M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.86M

Sector Composition

1 Technology 9.93%
2 Healthcare 4.18%
3 Consumer Discretionary 3.7%
4 Financials 2.64%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$889K 0.07%
40,170
-6,435
277
$888K 0.07%
3,195
-1,110
278
$881K 0.07%
17,571
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279
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4,738
-3,733
280
$872K 0.07%
11,712
-1,459
281
$869K 0.07%
53,442
-858
282
$868K 0.07%
18,037
+1,361
283
$865K 0.07%
+3,134
284
$855K 0.07%
+12,514
285
$849K 0.07%
+6,255
286
$844K 0.07%
30,830
+655
287
$842K 0.07%
36,359
+1,390
288
$841K 0.07%
10,210
-1,004
289
$841K 0.07%
7,377
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290
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291
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292
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18,465
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293
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294
$813K 0.07%
4,388
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295
$813K 0.07%
+16,036
296
$798K 0.07%
65,315
+16,357
297
$793K 0.07%
+12,001
298
$793K 0.07%
21,966
-3,563
299
$792K 0.07%
+8,328
300
$791K 0.07%
9,910
-1,672
10 11
12
13 14