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
$1.75B
AUM Growth
-$11.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
800
New
Increased
Reduced
Closed

Sector Composition

1 Technology 15.32%
2 Consumer Discretionary 4.18%
3 Industrials 3.3%
4 Financials 3.21%
5 Healthcare 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$324K 0.02%
5,709
-252
577
$323K 0.02%
3,000
578
$323K 0.02%
+2,456
579
$321K 0.02%
4,494
-248
580
$320K 0.02%
1,289
-370
581
$319K 0.02%
+6,866
582
$319K 0.02%
10,620
-6,403
583
$318K 0.02%
6,292
-95
584
$317K 0.02%
1,646
-43
585
$314K 0.02%
6,075
-709
586
$314K 0.02%
26,299
+1,004
587
$314K 0.02%
5,537
+1,273
588
$312K 0.02%
3,377
-621
589
$309K 0.02%
2,457
-170
590
$309K 0.02%
3,797
-11
591
$307K 0.02%
8,293
-19,445
592
$305K 0.02%
25,140
+960
593
$302K 0.02%
10,420
-976
594
$302K 0.02%
12,855
+134
595
$301K 0.02%
11,490
+320
596
$298K 0.02%
5,882
-3,371
597
$297K 0.02%
14,515
-150
598
$295K 0.02%
6,344
-606
599
$293K 0.02%
1,376
-44
600
$291K 0.02%
13,386
+1,024