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
651
$216K 0.02%
8,183
-320
652
$215K 0.02%
5,293
-4,000
653
$215K 0.02%
8,586
654
$214K 0.02%
+32,171
655
$214K 0.02%
+1,057
656
$213K 0.02%
24,197
+8,281
657
$213K 0.02%
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658
$212K 0.02%
+374
659
$211K 0.02%
19,505
+2,227
660
$211K 0.02%
+1,401
661
$211K 0.02%
586
-315
662
$211K 0.02%
5,286
-61
663
$210K 0.02%
+11,149
664
$210K 0.02%
7,348
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665
$210K 0.02%
7,025
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666
$210K 0.02%
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667
$208K 0.02%
5,565
-31,368
668
$208K 0.02%
19,344
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669
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670
$207K 0.02%
4,183
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671
$207K 0.02%
2,964
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672
$207K 0.02%
2,754
+440
673
$206K 0.02%
+3,748
674
$205K 0.02%
+3,101
675
$205K 0.02%
6,025
-2,890
25 26
27
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