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
676
$215K 0.01%
+4,561
677
$214K 0.01%
+885
678
$212K 0.01%
721
-3,261
679
$212K 0.01%
3,040
-400
680
$211K 0.01%
2,983
-118
681
$211K 0.01%
1,627
+535
682
$210K 0.01%
5,423
-9
683
$206K 0.01%
+3,443
684
$206K 0.01%
+5,639
685
$206K 0.01%
+6,119
686
$205K 0.01%
+3,176
687
$204K 0.01%
27,412
+5,254
688
$204K 0.01%
6,645
-1,470
689
$203K 0.01%
+2,000
690
$201K 0.01%
+1,392
691
$187K 0.01%
+11,969
692
$181K 0.01%
14,456
693
$180K 0.01%
393
-19
694
$173K 0.01%
15,905
-2,154
695
$172K 0.01%
4,838
-92
696
$169K 0.01%
11,086
+631
697
$168K 0.01%
+34,118
698
$154K 0.01%
14,382
-17,700
699
$146K 0.01%
11,271
-354
700
$143K 0.01%
+12,940
26 27
28
29 30