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
$1.15B
AUM Growth
+$176M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$25.4M
2
+$23.5M
3
+$21.5M
4
AMZN icon
Amazon
AMZN
+$18.5M
5
SCHZ icon
Schwab US Aggregate Bond ETF
SCHZ
+$10.8M

Top Sells

1
+$9.56M
2
+$6.65M
3
+$4.67M
4
ILCG icon
iShares Morningstar Growth ETF
ILCG
+$4.19M
5
T icon
AT&T
T
+$3.85M

Sector Composition

1 Technology 10.07%
2 Consumer Discretionary 4.55%
3 Industrials 2.6%
4 Healthcare 2.37%
5 Financials 2.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$216K 0.02%
3,650
-43
552
$215K 0.02%
+2,411
553
$214K 0.02%
+7,916
554
$214K 0.02%
2,414
-544
555
$214K 0.02%
+2,093
556
$214K 0.02%
13,734
-969
557
$213K 0.02%
5,787
-1,255
558
$213K 0.02%
9,031
-9,367
559
$212K 0.02%
14,507
-1,770
560
$212K 0.02%
+6,153
561
$212K 0.02%
+8,402
562
$211K 0.02%
11,019
+3
563
$211K 0.02%
16,656
+83
564
$211K 0.02%
896
-156
565
$210K 0.02%
1,085
-576
566
$210K 0.02%
5,166
-43,386
567
$209K 0.02%
+978
568
$209K 0.02%
14,180
+3,159
569
$208K 0.02%
+2,662
570
$207K 0.02%
+4,311
571
$206K 0.02%
+1,501
572
$205K 0.02%
8,175
-625
573
$205K 0.02%
+8,546
574
$204K 0.02%
3,521
-14,892
575
$204K 0.02%
+4,188
21 22
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