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
551
$353K 0.02%
6,429
-1,590
552
$353K 0.02%
5,559
-12
553
$353K 0.02%
4,629
+446
554
$351K 0.02%
13,110
+798
555
$349K 0.02%
6,685
-182
556
$349K 0.02%
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557
$347K 0.02%
5,019
-1,805
558
$347K 0.02%
5,794
-75
559
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560
$346K 0.02%
2,294
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561
$345K 0.02%
19,667
562
$344K 0.02%
11,032
-11,391
563
$344K 0.02%
+2,778
564
$342K 0.02%
3,862
-329
565
$341K 0.02%
9,213
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566
$341K 0.02%
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567
$339K 0.02%
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568
$338K 0.02%
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569
$336K 0.02%
1,169
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570
$335K 0.02%
+10,844
571
$335K 0.02%
1,276
-2,825
572
$334K 0.02%
18,478
+380
573
$334K 0.02%
8,352
+404
574
$332K 0.02%
+8,934
575
$332K 0.02%
+7,954
21 22
23
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