FAIM
Financial Advocates Investment Management Portfolio holdings
AUM
$1.22B
This Quarter Return
+12.68%
1 Year Return
+17.17%
3 Year Return
+64.58%
5 Year Return
+96.54%
10 Year Return
–
AUM
$1.43B
AUM Growth
+$1.43B
(+24%)
Cap. Flow
+$170M
Cap. Flow
% of AUM
11.89%
Top 10 Holdings %
Top 10 Hldgs %
19.74%
Holding
743
New
122
Increased
331
Reduced
231
Closed
29
Top Buys
Top Sells
| 1 |
SPDR S&P 500 ETF Trust
SPY
|
$28.1M |
| 2 |
Schwab US Aggregate Bond ETF
SCHZ
|
$25.4M |
| 3 |
Schwab Short-Term US Treasury ETF
SCHO
|
$14.7M |
| 4 |
Vanguard Short-Term Treasury ETF
VGSH
|
$11.9M |
| 5 |
Consumers Staples Select Sector SPDR Fund
XLP
|
$8.53M |
Sector Composition
| 1 | Technology | 10.65% |
| 2 | Consumer Discretionary | 5.13% |
| 3 | Industrials | 2.87% |
| 4 | Financials | 2.67% |
| 5 | Healthcare | 2.45% |
