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
26
$9.06M 0.61%
37,805
-6,367
27
$8.44M 0.56%
163,868
+4,816
28
$8.33M 0.56%
+308,791
29
$8.17M 0.55%
20,759
+558
30
$8.16M 0.55%
35,803
+754
31
$8.01M 0.53%
68,367
-3,070
32
$7.99M 0.53%
54,104
-73
33
$7.62M 0.51%
84,685
+6,530
34
$7.39M 0.49%
85,926
-923
35
$7.38M 0.49%
137,330
+9,760
36
$7.13M 0.48%
+40,560
37
$7.13M 0.48%
282,741
+17,226
38
$6.89M 0.46%
110,417
+9,615
39
$6.78M 0.45%
90,476
-23,207
40
$6.38M 0.43%
36,769
-8,909
41
$6.09M 0.41%
62,277
+7,099
42
$6.04M 0.4%
130,380
+98,010
43
$6.01M 0.4%
49,119
-16,698
44
$5.99M 0.4%
60,786
+27,892
45
$5.97M 0.4%
98,338
+22,067
46
$5.94M 0.4%
273,079
+12,530
47
$5.93M 0.4%
110,089
+10,590
48
$5.84M 0.39%
69,320
-7,580
49
$5.65M 0.38%
26,887
+1,620
50
$5.55M 0.37%
52,431
-567
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