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
$1.16B
AUM Growth
-$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$8.28M
3
+$8.02M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.56M
5
DEA
Easterly Government Properties
DEA
+$4.9M

Top Sells

1
+$27.6M
2
+$19.1M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$9.95M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.86M

Sector Composition

1 Technology 9.93%
2 Healthcare 4.18%
3 Consumer Discretionary 3.7%
4 Financials 2.64%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$417K 0.03%
+4,563
452
$413K 0.03%
4,806
-295
453
$413K 0.03%
12,430
-26,410
454
$411K 0.03%
1,312
+793
455
$411K 0.03%
17,846
+6,210
456
$411K 0.03%
+6,927
457
$410K 0.03%
12,600
+2,055
458
$407K 0.03%
2,906
-822
459
$406K 0.03%
19,500
+630
460
$405K 0.03%
2,704
-1,860
461
$405K 0.03%
34,151
+19,730
462
$404K 0.03%
8,996
-175
463
$402K 0.03%
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464
$401K 0.03%
7,736
+626
465
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50,093
+11,674
466
$399K 0.03%
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467
$398K 0.03%
812
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468
$397K 0.03%
+12,966
469
$396K 0.03%
+25,540
470
$393K 0.03%
+14,269
471
$390K 0.03%
10,872
+109
472
$390K 0.03%
+12,368
473
$389K 0.03%
6,486
-1,775
474
$388K 0.03%
14,684
-82,854
475
$387K 0.03%
4,025
+26
17 18
19
20 21