FAIM
Financial Advocates Investment Management Portfolio holdings
AUM $1.22B
1-Year Return
17.17%
This Quarter Return
+2.83%
1 Year Return
+17.17%
3 Year Return
+64.58%
5 Year Return
+96.54%
10 Year Return
–
AUM
$826M
AUM Growth
+$56.6M
(+7.4%)
Cap. Flow
+$40.6M
Cap. Flow
% of AUM
4.91%
Top 10 Holdings %
Top 10 Hldgs %
21.85%
Holding
516
New
33
Increased
244
Reduced
174
Closed
30
Top Buys
| 1 |
Starbucks
SBUX
|
+$3.73M |
| 2 |
Meta Platforms (Facebook)
META
|
+$3.22M |
| 3 |
iShares US Real Estate ETF
IYR
|
+$3M |
| 4 |
iShares Core S&P 500 ETF
IVV
|
+$2.05M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
+$2.05M |
Top Sells
Sector Composition
| 1 | Technology | 6.03% |
| 2 | Consumer Discretionary | 3.36% |
| 3 | Energy | 2.95% |
| 4 | Communication Services | 2.95% |
| 5 | Industrials | 2.86% |
