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
551
$288K 0.02%
9,548
+943
552
$288K 0.02%
4,950
+1
553
$287K 0.02%
1,386
+1
554
$286K 0.02%
+3,381
555
$286K 0.02%
+1,024
556
$284K 0.02%
1,898
+206
557
$284K 0.02%
+9,852
558
$283K 0.02%
+7,236
559
$283K 0.02%
13,008
-195
560
$283K 0.02%
12,331
+1,733
561
$281K 0.02%
5,209
+83
562
$281K 0.02%
5,209
-212
563
$281K 0.02%
+6,327
564
$279K 0.02%
+3,360
565
$279K 0.02%
+28,926
566
$278K 0.02%
+3,816
567
$277K 0.02%
18,928
-26
568
$276K 0.02%
14,943
-1,301
569
$275K 0.02%
4,609
-5,295
570
$275K 0.02%
5,656
-3,371
571
$275K 0.02%
5,976
+156
572
$274K 0.02%
3,171
+148
573
$274K 0.02%
8,655
-53,582
574
$273K 0.02%
11,700
+1,449
575
$273K 0.02%
1,607
+4
21 22
23
24 25