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
701
$151K 0.01%
13,662
+2,829
702
$139K 0.01%
14,856
-357
703
$138K 0.01%
19,337
704
$137K 0.01%
22,749
+1,854
705
$130K 0.01%
14,641
-3,705
706
$125K 0.01%
12,069
707
$120K 0.01%
+14,607
708
$116K 0.01%
13,021
-7,400
709
$110K 0.01%
16,746
-5,460
710
$104K 0.01%
10,731
-1,976
711
$101K 0.01%
+14,228
712
$99K 0.01%
+15,705
713
$97K 0.01%
+11,998
714
$97K 0.01%
23,350
715
$96K 0.01%
17,080
+13
716
$94K 0.01%
15,167
+9,330
717
$93K 0.01%
11,027
718
$91K 0.01%
24,273
+1,590
719
$82K 0.01%
+13,946
720
$80K 0.01%
15,400
721
$77K 0.01%
30,666
-5,617
722
$72K 0.01%
+60,250
723
$71K 0.01%
19,355
+2,293
724
$68K 0.01%
17,260
+1,025
725
$67K 0.01%
14,142
-8,571
27 28
29
30 31