FAIM

Financial Advocates Investment Management Portfolio holdings

AUM $178M
1-Year Est. Return 21%
This Quarter Est. Return
1 Year Est. Return
+21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.42B
AUM Growth
-$332M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
780
New
Increased
Reduced
Closed

Top Buys

1
+$6.47M
2
+$6.29M
3
+$4.76M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$4.22M
5
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$3.79M

Top Sells

1
+$58.6M
2
+$32.9M
3
+$22.9M
4
VUG icon
Vanguard Growth ETF
VUG
+$13.5M
5
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$13.4M

Sector Composition

1 Technology 9.62%
2 Consumer Discretionary 3.81%
3 Industrials 3.59%
4 Financials 3.09%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$310K 0.02%
1,280
+89
552
$309K 0.02%
4,030
-452
553
$309K 0.02%
11,054
-3,883
554
$308K 0.02%
4,237
-93
555
$307K 0.02%
3,139
-317
556
$306K 0.02%
3,767
+68
557
$305K 0.02%
2,760
-341
558
$304K 0.02%
7,397
+1,390
559
$303K 0.02%
3,008
-240
560
$300K 0.02%
3,000
561
$300K 0.02%
1,447
-199
562
$296K 0.02%
1,942
-639
563
$294K 0.02%
2,683
-7,983
564
$294K 0.02%
5,373
+355
565
$290K 0.02%
1,649
-55
566
$289K 0.02%
4,075
-7,754
567
$289K 0.02%
75,664
+6,393
568
$288K 0.02%
+427
569
$287K 0.02%
7,412
+56
570
$287K 0.02%
876
+42
571
$286K 0.02%
5,551
-524
572
$285K 0.02%
+5,754
573
$284K 0.02%
3,399
+36
574
$283K 0.02%
23,000
575
$282K 0.02%
1,066
+33
21 22
23
24 25