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
426
$450K 0.03%
2,657
+684
427
$449K 0.03%
6,268
+425
428
$449K 0.03%
7,710
+1
429
$446K 0.03%
1,810
-160
430
$444K 0.03%
+13,931
431
$443K 0.03%
6,405
-1,018
432
$442K 0.03%
9,699
+644
433
$442K 0.03%
4,360
-13
434
$435K 0.03%
18,098
+6,698
435
$433K 0.03%
19,048
+5,208
436
$433K 0.03%
1,255
-18
437
$430K 0.03%
3,609
+54
438
$425K 0.03%
9,375
-1,783
439
$423K 0.03%
17,254
+1,646
440
$416K 0.03%
11,551
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441
$413K 0.03%
12,102
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442
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3,641
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443
$407K 0.03%
16,268
+1,743
444
$406K 0.03%
8,910
+35
445
$404K 0.03%
3,648
+47
446
$403K 0.03%
5,522
-1,133
447
$401K 0.03%
8,145
448
$399K 0.03%
8,242
-268
449
$398K 0.03%
2,912
+226
450
$395K 0.03%
10,813
+310
16 17
18
19 20