We are live on ! Find out more
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
$860M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
488
New
Increased
Reduced
Closed

Top Buys

1
+$16.9M
2
+$8.9M
3
+$8.37M
4
FTSM icon
First Trust Enhanced Short Maturity ETF
FTSM
+$7.44M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$4.15M

Top Sells

1
+$16.5M
2
+$6.14M
3
+$4.12M
4
MGV icon
Vanguard Mega Cap Value ETF
MGV
+$3.31M
5
GMOM icon
Cambria Global Momentum ETF
GMOM
+$3.3M

Sector Composition

1 Technology 5.86%
2 Consumer Discretionary 3.68%
3 Industrials 2.49%
4 Communication Services 2.46%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-1,000
477
– –
-4,637
478
– –
-1,850
479
– –
-6,103
480
– –
-33,300
481
– –
-2,496
482
– –
-4,135
483
– –
-34,979
484
– –
-6,516
485
– –
-3,487
486
– –
-39,466
487
– –
-54,849
488
– –
-1,397
16 17 18 19
20