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
$1.42B
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.41M
3
+$8.33M
4
DIS icon
Walt Disney
DIS
+$7.13M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.31M

Top Sells

1
+$12.8M
2
+$6.31M
3
+$5.24M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.18M
5
SLV icon
iShares Silver Trust
SLV
+$5.03M

Sector Composition

1 Technology 11.23%
2 Consumer Discretionary 4.73%
3 Financials 3.38%
4 Industrials 3.16%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
$305K 0.02%
1,556
-19,413
602
$305K 0.02%
5,356
-6,502
603
$303K 0.02%
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$300K 0.02%
8,188
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$298K 0.02%
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606
$296K 0.02%
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607
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3,251
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609
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610
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6,311
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611
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612
$280K 0.02%
9,330
-6,389
613
$278K 0.02%
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614
$273K 0.02%
+5,205
615
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20,132
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616
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617
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621
$262K 0.02%
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4,551
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623
$262K 0.02%
7,713
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624
$261K 0.02%
8,638
-16,423
625
$259K 0.02%
4,126
+8
23 24
25
26 27