FAIM

Financial Advocates Investment Management Portfolio holdings

AUM $1.42B
This Quarter Return
-2.13%
1 Year Return
+9.93%
3 Year Return
+28.58%
5 Year Return
+109.22%
10 Year Return
AUM
$1.42B
AUM Growth
-$332M
Cap. Flow
-$276M
Cap. Flow %
-19.37%
Top 10 Hldgs %
19.22%
Holding
780
New
47
Increased
274
Reduced
359
Closed
73
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$550K0.04% 9,205
-1,648
-15%
-$98.5K
$546K0.04% 3,718
-1,571
-30%
-$231K
$542K0.04% 12,769
-70
-0.6%
-$2.97K
$541K0.04% 2,068
+59
+3%
+$15.4K
$537K0.04% 3,096
+140
+5%
+$24.3K
$535K0.04% 2,192
-62
-3%
-$15.1K
$534K0.04% 2,812
+52
+2%
+$9.88K
$534K0.04% 4,885
+14
+0.3%
+$1.53K
$532K0.04% 17,753
+150
+0.9%
+$4.49K
$530K0.04% 2,002
+66
+3%
+$17.5K
$528K0.04% 11,250
-12,640
-53%
-$593K
$525K0.04% 7,000
-516
-7%
-$38.7K
$525K0.04% 12,800
-353
-3%
-$14.5K
$517K0.04% 9,194
-303
-3%
-$17.1K
$517K0.04% 2,875
+132
+5%
+$23.7K
$515K0.04% 55,193
$507K0.04% 9,930
-1,711
-15%
-$87.4K
$501K0.04% 17,027
-1,191
-7%
-$35.1K
$498K0.03% 733
+40
+6%
+$27.2K
$496K0.03% 9,742
+220
+2%
+$11.2K
$496K0.03% 13,883
-379
-3%
-$13.5K
$495K0.03% 5,815
-230
-4%
-$19.6K
$494K0.03% 16,052
+115
+0.7%
+$3.54K
$493K0.03% 18,068
+480
+3%
+$13.1K
$493K0.03% 1,656
-2
-0.1%
-$595