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
401
$508K 0.04%
20,081
-1,931
402
$508K 0.04%
18,854
-24,908
403
$506K 0.04%
22,230
+9,135
404
$506K 0.04%
16,658
+4,412
405
$505K 0.04%
8,007
+327
406
$504K 0.04%
19,144
-734
407
$503K 0.04%
10,149
+67
408
$500K 0.04%
3,268
+425
409
$499K 0.04%
12,256
+1,113
410
$496K 0.04%
7,452
-177
411
$496K 0.04%
10,792
-5,025
412
$491K 0.04%
7,359
-788
413
$491K 0.04%
31,998
+4,580
414
$487K 0.03%
1,833
+228
415
$485K 0.03%
4,677
-156
416
$483K 0.03%
12,067
+654
417
$482K 0.03%
9,298
+191
418
$481K 0.03%
14,755
-265
419
$478K 0.03%
7,512
-4,846
420
$463K 0.03%
16,289
+1,015
421
$462K 0.03%
11,185
+695
422
$462K 0.03%
+4,125
423
$457K 0.03%
11,538
-7,429
424
$456K 0.03%
2,422
+175
425
$452K 0.03%
10,245
-317
15 16
17
18 19