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
526
$317K 0.03%
3,542
+9
527
$316K 0.03%
+4,210
528
$316K 0.03%
+22,211
529
$314K 0.03%
+5,937
530
$308K 0.03%
+3,040
531
$308K 0.03%
+6,305
532
$306K 0.03%
8,765
+715
533
$302K 0.02%
16,708
-34,528
534
$302K 0.02%
+4,908
535
$300K 0.02%
6,397
-72
536
$299K 0.02%
5,827
+1,081
537
$298K 0.02%
5,960
-2,663
538
$297K 0.02%
2,803
-145
539
$297K 0.02%
12,192
+408
540
$295K 0.02%
32,244
-901
541
$293K 0.02%
+8,575
542
$293K 0.02%
+6,240
543
$292K 0.02%
+8,206
544
$292K 0.02%
4,098
+10
545
$292K 0.02%
+1,913
546
$291K 0.02%
10,195
+30
547
$291K 0.02%
6,695
548
$291K 0.02%
+4,259
549
$289K 0.02%
17,135
+1,762
550
$288K 0.02%
2,233
+199
20 21
22
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