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
626
$223K 0.02%
6,119
627
$223K 0.02%
9,120
-3,400
628
$223K 0.02%
7,517
+2,893
629
$222K 0.02%
36,358
+400
630
$222K 0.02%
1,370
631
$222K 0.02%
1,630
+1
632
$221K 0.02%
3,436
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633
$220K 0.02%
6,178
-8,340
634
$220K 0.02%
+1,194
635
$220K 0.02%
5,109
+422
636
$220K 0.02%
3,040
-27
637
$219K 0.02%
+20,956
638
$219K 0.02%
3,591
-1,810
639
$219K 0.02%
4,910
-3
640
$218K 0.02%
2,364
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641
$218K 0.02%
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642
$218K 0.02%
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643
$218K 0.02%
13,972
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644
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11,405
-10,795
645
$217K 0.02%
5,513
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646
$217K 0.02%
27,373
+653
647
$216K 0.02%
5,881
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648
$216K 0.02%
5,035
+60
649
$216K 0.02%
+2,123
650
$216K 0.02%
5,057
+3,421
24 25
26
27 28