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
$1.42B
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.41M
3
+$8.33M
4
DIS icon
Walt Disney
DIS
+$7.13M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.31M

Top Sells

1
+$12.8M
2
+$6.31M
3
+$5.24M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.18M
5
SLV icon
iShares Silver Trust
SLV
+$5.03M

Sector Composition

1 Technology 11.23%
2 Consumer Discretionary 4.73%
3 Financials 3.38%
4 Industrials 3.16%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$679K 0.05%
5,103
+429
402
$676K 0.05%
8,348
-113
403
$671K 0.04%
19,508
+322
404
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14,761
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405
$670K 0.04%
22,433
-738
406
$669K 0.04%
5,389
407
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2,090
-1,227
408
$655K 0.04%
7,399
+27
409
$655K 0.04%
14,202
-2,124
410
$651K 0.04%
4,722
-25
411
$640K 0.04%
20,662
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412
$637K 0.04%
13,442
-1,849
413
$637K 0.04%
9,171
-30,454
414
$635K 0.04%
6,409
-897
415
$635K 0.04%
22,906
-289
416
$632K 0.04%
17,708
-2,100
417
$628K 0.04%
13,180
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418
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9,346
-27,475
419
$626K 0.04%
9,300
-450
420
$622K 0.04%
11,878
-87
421
$620K 0.04%
3,248
-69
422
$618K 0.04%
8,199
-900
423
$617K 0.04%
+2,721
424
$616K 0.04%
11,185
+203
425
$612K 0.04%
8,354
+254
15 16
17
18 19