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
$1.15B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$23.5M
3
+$21.5M
4
AMZN icon
Amazon
AMZN
+$18.5M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M

Top Sells

1
+$9.56M
2
+$6.65M
3
+$4.67M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$4.19M
5
T icon
AT&T
T
+$3.85M

Sector Composition

1 Technology 10.07%
2 Consumer Discretionary 4.55%
3 Industrials 2.6%
4 Healthcare 2.37%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$287K 0.02%
2,503
+9
477
$287K 0.02%
10,068
-160
478
$285K 0.02%
+8,713
479
$280K 0.02%
4,717
-13,409
480
$279K 0.02%
5,983
+155
481
$279K 0.02%
5,380
-1,188
482
$279K 0.02%
6,653
+348
483
$276K 0.02%
10,508
-1,008
484
$276K 0.02%
5,436
+146
485
$276K 0.02%
3,423
+203
486
$275K 0.02%
914
-48
487
$274K 0.02%
3,275
-5
488
$272K 0.02%
5,457
+392
489
$272K 0.02%
+6,647
490
$272K 0.02%
+6,042
491
$270K 0.02%
5,140
492
$270K 0.02%
+755
493
$267K 0.02%
4,995
-78,310
494
$266K 0.02%
5,286
-46,542
495
$265K 0.02%
9,073
-265
496
$264K 0.02%
6,943
+994
497
$263K 0.02%
17,899
+20
498
$262K 0.02%
4,559
-1,893
499
$261K 0.02%
1,815
500
$261K 0.02%
61,623
+290
18 19
20
21 22