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
376
$562K 0.05%
19,108
+4,774
377
$562K 0.05%
4,167
-280
378
$561K 0.05%
3,990
-58
379
$560K 0.05%
7,432
-7,406
380
$560K 0.05%
7,540
-309
381
$557K 0.05%
29,354
-292
382
$557K 0.05%
7,962
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383
$555K 0.05%
12,765
-62,548
384
$552K 0.05%
7,427
+4,216
385
$551K 0.05%
4,445
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386
$549K 0.05%
6,790
-1,829
387
$549K 0.05%
82,919
+25,570
388
$548K 0.05%
2,650
-96
389
$548K 0.05%
+2,720
390
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391
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2,431
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393
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394
$538K 0.04%
4,970
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395
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38,115
+4,489
396
$536K 0.04%
6,429
+1,861
397
$535K 0.04%
21,207
+1,680
398
$529K 0.04%
+961
399
$528K 0.04%
8,120
+149
400
$526K 0.04%
46,272
+25,279
14 15
16
17 18