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
476
$471K 0.03%
16,189
-6,967
477
$464K 0.03%
9,632
-2,970
478
$464K 0.03%
1,977
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479
$462K 0.03%
+16,505
480
$461K 0.03%
17,236
-11,480
481
$461K 0.03%
+4,518
482
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22,761
-10,557
483
$452K 0.03%
8,523
-4,094
484
$452K 0.03%
36,462
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485
$450K 0.03%
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486
$450K 0.03%
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-1,807
487
$450K 0.03%
9,078
+2,426
488
$449K 0.03%
1,409
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489
$448K 0.03%
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490
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12,854
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493
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494
$437K 0.03%
21,135
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495
$436K 0.03%
17,010
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496
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+4,043
497
$436K 0.03%
11,710
+3,165
498
$436K 0.03%
3,618
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499
$432K 0.03%
2,251
-54
500
$432K 0.03%
3,827
-132
18 19
20
21 22