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
676
$205K 0.02%
171
+1
677
$204K 0.02%
+18,386
678
$204K 0.02%
2,501
679
$204K 0.02%
11,125
680
$203K 0.02%
+1,355
681
$203K 0.02%
5,891
-10,030
682
$203K 0.02%
+1,325
683
$201K 0.02%
2,496
-1,832
684
$201K 0.02%
7,318
685
$200K 0.02%
+600
686
$200K 0.02%
3,912
+2,372
687
$200K 0.02%
+2,220
688
$198K 0.02%
10,242
+1,718
689
$197K 0.02%
10,564
-143
690
$194K 0.02%
21,040
+425
691
$190K 0.02%
14,248
+1,773
692
$189K 0.02%
41,878
+35,817
693
$185K 0.02%
17,251
+3,075
694
$182K 0.02%
47,522
695
$180K 0.01%
16,080
-510
696
$177K 0.01%
10,000
-200
697
$175K 0.01%
15,734
698
$169K 0.01%
+13,193
699
$157K 0.01%
5,562
+1,306
700
$157K 0.01%
+13,873
26 27
28
29 30