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
$1.37B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$7.73M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.68M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.49M

Top Sells

1
+$7.89M
2
+$7.39M
3
+$6.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.27M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.29M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 3.81%
3 Healthcare 2.9%
4 Industrials 2.81%
5 Financials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$630K 0.04%
+28,300
352
$626K 0.04%
8,579
+238
353
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15,245
354
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355
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25,000
356
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11,686
-2,286
357
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32,247
+15,207
358
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+6,365
359
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10,482
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360
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7,282
-11,703
361
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362
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11,780
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363
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7,068
+1,467
364
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6,977
+1,248
365
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368
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6,384
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369
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370
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371
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28,536
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372
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-255
373
$565K 0.04%
3,364
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374
$560K 0.04%
11,288
-8,643
375
$560K 0.04%
5,721
-7,354
13 14
15
16 17