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
526
$393K 0.03%
1,565
-1,971
527
$393K 0.03%
13,420
+10
528
$392K 0.03%
1,356
-799
529
$388K 0.03%
18,562
-4,978
530
$386K 0.03%
20,995
+2,330
531
$385K 0.03%
2,265
-1,137
532
$383K 0.03%
11,894
-279
533
$383K 0.03%
16,365
+21
534
$381K 0.03%
11,585
-10,710
535
$380K 0.03%
31,131
-913
536
$379K 0.03%
+5,173
537
$378K 0.03%
+6,244
538
$377K 0.03%
6,771
+863
539
$376K 0.03%
23,013
+3,456
540
$375K 0.03%
26,248
+420
541
$373K 0.02%
1,547
+44
542
$372K 0.02%
9,735
-205
543
$371K 0.02%
4,074
+887
544
$366K 0.02%
1,057
+119
545
$365K 0.02%
7,985
+3,773
546
$365K 0.02%
4,945
+302
547
$363K 0.02%
3,252
-4,054
548
$363K 0.02%
+3,417
549
$358K 0.02%
+3,519
550
$355K 0.02%
5,023
-1,394
20 21
22
23 24