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
$1.37B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$7.73M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.68M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.49M

Top Sells

1
+$7.89M
2
+$7.39M
3
+$6.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.27M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.29M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 3.81%
3 Healthcare 2.9%
4 Industrials 2.81%
5 Financials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
626
$216K 0.02%
2,552
-303
627
$216K 0.02%
5,008
-4,009
628
$216K 0.02%
+4,682
629
$215K 0.02%
2,010
-209
630
$215K 0.02%
+1,037
631
$214K 0.02%
6,444
-3,280
632
$211K 0.02%
161
-1
633
$211K 0.02%
22,071
+414
634
$210K 0.02%
+4,855
635
$210K 0.02%
+3,210
636
$209K 0.01%
+5,638
637
$209K 0.01%
29,806
-14,132
638
$208K 0.01%
4,745
-2,068
639
$208K 0.01%
13,450
+3,450
640
$208K 0.01%
4,515
-211
641
$207K 0.01%
+3,827
642
$206K 0.01%
+4,778
643
$204K 0.01%
3,379
+66
644
$203K 0.01%
2,935
-585
645
$203K 0.01%
1,297
-3,674
646
$202K 0.01%
+1,458
647
$202K 0.01%
+4,374
648
$201K 0.01%
450
-1
649
$200K 0.01%
3,894
-745
650
$199K 0.01%
10,420
-202
24 25
26
27 28