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
426
$609K 0.04%
2,955
-18
427
$608K 0.04%
10,061
-1,246
428
$607K 0.04%
44,271
+3,325
429
$606K 0.04%
2,472
-348
430
$605K 0.04%
4,013
+130
431
$595K 0.04%
14,699
-1,650
432
$593K 0.04%
15,865
-225
433
$591K 0.04%
16,921
+598
434
$589K 0.04%
5,415
-3,489
435
$589K 0.04%
+3,013
436
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3,674
-1,907
437
$583K 0.04%
12,566
-924
438
$581K 0.04%
5,542
-30
439
$580K 0.04%
4,938
+2,803
440
$579K 0.04%
20,957
+1,722
441
$578K 0.04%
9,107
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442
$575K 0.04%
29,350
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443
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1,037
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444
$570K 0.04%
33,498
+6,715
445
$566K 0.04%
7,402
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446
$564K 0.04%
3,662
-510
447
$564K 0.04%
+2,525
448
$562K 0.04%
2,515
+833
449
$559K 0.04%
6,511
-402
450
$555K 0.04%
18,548
+515
16 17
18
19 20