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
626
$259K 0.02%
+2,758
627
$257K 0.02%
+7,439
628
$257K 0.02%
3,205
629
$256K 0.02%
25,711
+57
630
$255K 0.02%
+2,390
631
$253K 0.02%
+4,429
632
$251K 0.02%
4,599
+315
633
$251K 0.02%
3,331
-123
634
$250K 0.02%
942
-132
635
$250K 0.02%
23,579
+1,044
636
$248K 0.02%
+445
637
$247K 0.02%
2,880
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638
$247K 0.02%
9,973
-45,497
639
$246K 0.02%
4,144
+118
640
$246K 0.02%
1,282
-1,138
641
$246K 0.02%
5,797
-663
642
$245K 0.02%
2,403
-496
643
$243K 0.02%
+1,574
644
$240K 0.02%
+5,376
645
$240K 0.02%
3,311
-8,844
646
$239K 0.02%
3,815
-579
647
$237K 0.02%
3,745
-14,500
648
$236K 0.02%
8,714
+1
649
$235K 0.02%
+5,085
650
$234K 0.02%
+3,282
24 25
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