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
451
$551K 0.04%
7,810
+639
452
$543K 0.04%
3,321
+106
453
$542K 0.04%
9,520
-1,335
454
$540K 0.04%
14,549
-28,808
455
$540K 0.04%
10,525
-470
456
$539K 0.04%
+5,075
457
$538K 0.04%
4,146
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458
$533K 0.04%
7,027
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459
$527K 0.04%
8,312
+2,015
460
$526K 0.04%
20,548
+373
461
$522K 0.03%
9,775
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462
$521K 0.03%
2,666
+383
463
$518K 0.03%
3,639
-8,637
464
$517K 0.03%
8,875
-550
465
$513K 0.03%
7,890
+2,380
466
$511K 0.03%
11,250
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467
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729
-38
468
$497K 0.03%
6,275
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469
$497K 0.03%
11,236
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470
$496K 0.03%
11,603
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471
$490K 0.03%
5,697
-3,856
472
$490K 0.03%
+3,025
473
$489K 0.03%
1,193
+38
474
$478K 0.03%
6,150
+2,088
475
$476K 0.03%
4,570
-110
17 18
19
20 21