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
576
$204K 0.02%
3,928
-200
577
$203K 0.02%
+2,352
578
$202K 0.02%
+4,069
579
$202K 0.02%
16,990
+12,962
580
$201K 0.02%
+6,244
581
$201K 0.02%
6,270
+26
582
$194K 0.02%
12,198
-939
583
$190K 0.02%
6,686
-298
584
$189K 0.02%
12,450
-128
585
$187K 0.02%
18,167
-217,794
586
$184K 0.02%
19,571
-240
587
$183K 0.02%
13,078
588
$180K 0.02%
13,366
+1,868
589
$176K 0.02%
13,140
+2,500
590
$174K 0.01%
19,695
+1,571
591
$165K 0.01%
+14,420
592
$156K 0.01%
+69,012
593
$140K 0.01%
13,575
+1,350
594
$138K 0.01%
14,456
595
$134K 0.01%
+11,220
596
$132K 0.01%
11,408
-2,473
597
$131K 0.01%
+11,206
598
$120K 0.01%
+14,250
599
$118K 0.01%
15,464
600
$113K 0.01%
10,420
22 23
24
25 26