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
$1.37B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$7.73M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.68M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.49M

Top Sells

1
+$7.89M
2
+$7.39M
3
+$6.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.27M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.29M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 3.81%
3 Healthcare 2.9%
4 Industrials 2.81%
5 Financials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$353K 0.03%
1,386
477
$352K 0.03%
2,432
478
$349K 0.02%
2,010
-12
479
$347K 0.02%
443
+34
480
$346K 0.02%
5,446
-91
481
$345K 0.02%
6,534
-6
482
$345K 0.02%
7,346
-550
483
$343K 0.02%
2,334
+7
484
$341K 0.02%
5,040
+31
485
$340K 0.02%
23,615
+4,160
486
$340K 0.02%
10,574
+2,275
487
$339K 0.02%
18,364
+420
488
$337K 0.02%
10,665
+741
489
$337K 0.02%
5,462
+61
490
$337K 0.02%
11,274
-34,480
491
$337K 0.02%
13,460
+155
492
$335K 0.02%
3,157
+35
493
$334K 0.02%
3,643
-155
494
$333K 0.02%
2,743
+217
495
$333K 0.02%
18,566
-845
496
$332K 0.02%
+2,187
497
$330K 0.02%
3,786
-83
498
$329K 0.02%
23,769
+2,273
499
$328K 0.02%
1,884
-22
500
$325K 0.02%
7,600
+150
18 19
20
21 22