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FAIM

Financial Advocates Investment Management Portfolio holdings

AUM $178M
1-Year Est. Return 21.03%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.23B
AUM Growth
-$286M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
805
New
Increased
Reduced
Closed

Sector Composition

1 Technology 10.69%
2 Healthcare 3.39%
3 Consumer Discretionary 3.29%
4 Financials 2.6%
5 Industrials 2.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
701
-2,769
702
-1,555
703
-2,553
704
-1,195
705
-8,559
706
-11,784
707
-13,662
708
-5,321
709
-6,420
710
-5,778
711
-11,825
712
-107,385
713
-161,758
714
-2,867
715
-16,953
716
-15,745
717
-13,333
718
-10,426
719
-4,137
720
-14,365
721
-1,000
722
-11,555
723
-1,008
724
-13,771
725
-9,220