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
$1.16B
AUM Growth
-$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$8.28M
3
+$8.02M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.56M
5
DEA
Easterly Government Properties
DEA
+$4.9M

Top Sells

1
+$27.6M
2
+$19.1M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$9.95M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.86M

Sector Composition

1 Technology 9.93%
2 Healthcare 4.18%
3 Consumer Discretionary 3.7%
4 Financials 2.64%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$386K 0.03%
+16,240
477
$385K 0.03%
7,968
+139
478
$382K 0.03%
15,361
-1,074
479
$381K 0.03%
+1,619
480
$377K 0.03%
4,195
-11,582
481
$377K 0.03%
6,085
+92
482
$376K 0.03%
1,319
-38
483
$375K 0.03%
43,908
+22,807
484
$375K 0.03%
+2,534
485
$374K 0.03%
1,444
-41
486
$374K 0.03%
3,035
+3
487
$374K 0.03%
+9,002
488
$371K 0.03%
6,903
+1,273
489
$369K 0.03%
+12,708
490
$369K 0.03%
+12,405
491
$368K 0.03%
9,002
-8,608
492
$365K 0.03%
15,332
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493
$364K 0.03%
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494
$364K 0.03%
6,763
-304
495
$364K 0.03%
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496
$362K 0.03%
+428
497
$360K 0.03%
+7,618
498
$359K 0.03%
5,783
+10
499
$355K 0.03%
1,325
-90
500
$351K 0.03%
+8,628
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