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
401
$526K 0.04%
16,300
-3,194
402
$525K 0.04%
2,495
+65
403
$525K 0.04%
14,790
+1,390
404
$522K 0.04%
+16,822
405
$521K 0.04%
+16,618
406
$507K 0.04%
9,305
+6,337
407
$506K 0.04%
4,277
-1,812
408
$504K 0.04%
+3,039
409
$503K 0.04%
+15,631
410
$502K 0.04%
21,538
+432
411
$502K 0.04%
7,106
+615
412
$502K 0.04%
9,251
+334
413
$501K 0.04%
9,067
+2,632
414
$495K 0.04%
4,068
+1,573
415
$495K 0.04%
+25,237
416
$489K 0.04%
8,480
-657
417
$486K 0.04%
5,347
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418
$486K 0.04%
+16,170
419
$486K 0.04%
3,834
-64
420
$482K 0.04%
24,960
+3,724
421
$481K 0.04%
+4,824
422
$481K 0.04%
21,761
+7,128
423
$480K 0.04%
52,731
-407
424
$479K 0.04%
14,727
-632
425
$477K 0.04%
3,948
+3,345
15 16
17
18 19