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
551
$269K 0.02%
5,544
-12,634
552
$266K 0.02%
10,192
553
$265K 0.02%
+5,091
554
$265K 0.02%
1,233
-2
555
$264K 0.02%
+3,468
556
$262K 0.02%
1,835
-34
557
$261K 0.02%
+3,362
558
$259K 0.02%
4,307
-98
559
$259K 0.02%
736
-109
560
$259K 0.02%
1,599
+1
561
$259K 0.02%
3,030
-569
562
$258K 0.02%
+2,526
563
$257K 0.02%
5,441
-1,955
564
$257K 0.02%
29,338
+481
565
$255K 0.02%
1,987
-482
566
$254K 0.02%
+10,818
567
$254K 0.02%
4,698
-72
568
$254K 0.02%
4,488
+2
569
$251K 0.02%
+6,213
570
$250K 0.02%
+24,640
571
$250K 0.02%
5,085
+22
572
$249K 0.02%
+2,714
573
$249K 0.02%
19,600
+85
574
$248K 0.02%
+5,460
575
$248K 0.02%
+22,128
21 22
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