FAIM
Financial Advocates Investment Management Portfolio holdings
AUM
$1.22B
1-Year Return
17.17%
This Quarter Return
+8.77%
1 Year Return
+17.17%
3 Year Return
+64.58%
5 Year Return
+96.54%
10 Year Return
–
AUM
$1.72B
AUM Growth
+$195M
(+13%)
Cap. Flow
+$86.5M
Cap. Flow
% of AUM
5.02%
Top 10 Holdings %
Top 10 Hldgs %
22.17%
Holding
794
New
70
Increased
363
Reduced
285
Closed
39
Top Buys
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
+$21.4M |
| 2 |
Janus Henderson AAA CLO ETF
JAAA
|
+$10.3M |
| 3 |
JPMorgan Active Growth ETF
JGRO
|
+$8.68M |
| 4 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$8.17M |
| 5 |
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
|
+$7.83M |
Top Sells
Sector Composition
| 1 | Technology | 13.07% |
| 2 | Consumer Discretionary | 3.39% |
| 3 | Industrials | 3.08% |
| 4 | Financials | 3.04% |
| 5 | Healthcare | 2.7% |
