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
576
$271K 0.02%
5,056
-459
577
$269K 0.02%
2,028
-3,946
578
$269K 0.02%
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579
$268K 0.02%
4,889
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580
$268K 0.02%
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581
$267K 0.02%
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582
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15,922
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583
$265K 0.02%
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584
$264K 0.02%
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585
$260K 0.02%
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586
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1,225
-6,222
587
$260K 0.02%
34,402
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588
$255K 0.02%
7,446
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589
$255K 0.02%
44,264
+28,329
590
$254K 0.02%
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591
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593
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594
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595
$250K 0.02%
230
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596
$250K 0.02%
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597
$248K 0.02%
2,805
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598
$247K 0.02%
1,466
-555
599
$247K 0.02%
+342
600
$247K 0.02%
+5,411
22 23
24
25 26