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FAIM

Financial Advocates Investment Management Portfolio holdings

AUM $178M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$873M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
505
New
Increased
Reduced
Closed

Top Buys

1
+$8.79M
2
+$5.02M
3
+$4.27M
4
XLP icon
State Street Consumer Staples Select Sector SPDR ETF
XLP
+$3.11M
5
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$3.02M

Top Sells

1
+$5.18M
2
+$4.34M
3
+$4.05M
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$3.26M
5
BND icon
Vanguard Total Bond Market
BND
+$2.67M

Sector Composition

1 Technology 6.53%
2 Consumer Discretionary 3.91%
3 Financials 2.57%
4 Industrials 2.46%
5 Communication Services 2.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$209K 0.02%
2,651
-689
452
$208K 0.02%
+2,576
453
$207K 0.02%
+1,320
454
$206K 0.02%
7,880
+238
455
$206K 0.02%
4,213
-2,183
456
$205K 0.02%
+2,255
457
$202K 0.02%
2,898
-864
458
$202K 0.02%
12,297
459
$200K 0.02%
+1,946
460
$199K 0.02%
13,078
461
$193K 0.02%
15,184
462
$184K 0.02%
13,825
+550
463
$164K 0.02%
17,842
464
$162K 0.02%
12,704
465
$154K 0.02%
+12,358
466
$154K 0.02%
15,640
+19
467
$151K 0.02%
287
-5
468
$141K 0.02%
10,823
-576
469
$125K 0.01%
19,500
470
$119K 0.01%
+1
471
$92K 0.01%
1,458
+10
472
$87K 0.01%
10,970
+896
473
$86K 0.01%
+10,548
474
$77K 0.01%
12,950
+188
475
$77K 0.01%
33,725
17 18
19
20 21