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
601
$247K 0.02%
2,567
-12,933
602
$246K 0.02%
8,200
+500
603
$246K 0.02%
+2,303
604
$246K 0.02%
11,504
-5,644
605
$245K 0.02%
9,468
-3,224
606
$244K 0.02%
+6,951
607
$243K 0.02%
+3,523
608
$241K 0.02%
8,306
+994
609
$241K 0.02%
8,952
-568
610
$238K 0.02%
4,924
-1,013
611
$236K 0.02%
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612
$234K 0.02%
10,558
-918
613
$231K 0.02%
14,194
-22,524
614
$231K 0.02%
28,403
+19
615
$231K 0.02%
9,580
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616
$231K 0.02%
2,963
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617
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2,200
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618
$229K 0.02%
7,714
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619
$228K 0.02%
5,669
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620
$227K 0.02%
12,567
-1,217
621
$227K 0.02%
+37,371
622
$227K 0.02%
3,303
+502
623
$226K 0.02%
5,120
-3,405
624
$224K 0.02%
3,697
+138
625
$223K 0.02%
+4,833
23 24
25
26 27