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
526
$293K 0.02%
7,199
+28
527
$291K 0.02%
17,652
+370
528
$290K 0.02%
+634
529
$290K 0.02%
10,450
+813
530
$290K 0.02%
2,784
-709
531
$289K 0.02%
+10,823
532
$288K 0.02%
1,634
+12
533
$288K 0.02%
10,938
+1,595
534
$287K 0.02%
10,091
+3,510
535
$286K 0.02%
16,593
+29
536
$285K 0.02%
11,449
+400
537
$283K 0.02%
9,500
-200
538
$281K 0.02%
9,030
+2,454
539
$281K 0.02%
14,494
+4,366
540
$279K 0.02%
11,464
-1,533
541
$278K 0.02%
8,324
+221
542
$277K 0.02%
7,236
-4,595
543
$275K 0.02%
2,216
+8
544
$274K 0.02%
1,255
-2
545
$274K 0.02%
4,259
+1,134
546
$274K 0.02%
3,980
+451
547
$273K 0.02%
9,698
-1,512
548
$271K 0.02%
2,490
+34
549
$270K 0.02%
+5,002
550
$269K 0.02%
11,648
-30
20 21
22
23 24