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
$1.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$21.4M
2
+$10.3M
3
+$8.68M
4
IQLT icon
iShares MSCI Intl Quality Factor ETF
IQLT
+$8.17M
5
SPMD icon
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
+$7.83M

Top Sells

1
+$9.69M
2
+$8.7M
3
+$6.47M
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$6.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.38M

Sector Composition

1 Technology 13.07%
2 Consumer Discretionary 3.39%
3 Industrials 3.08%
4 Financials 3.04%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
701
$210K 0.01%
+2,616
702
$209K 0.01%
172
+1
703
$209K 0.01%
+1,838
704
$209K 0.01%
+4,954
705
$207K 0.01%
+810
706
$206K 0.01%
+4,455
707
$205K 0.01%
+3,628
708
$204K 0.01%
13,530
-2,986
709
$203K 0.01%
+1,045
710
$203K 0.01%
+4,020
711
$203K 0.01%
2,672
+278
712
$203K 0.01%
+3,186
713
$202K 0.01%
+5,226
714
$201K 0.01%
4,372
-129
715
$201K 0.01%
419
-149
716
$201K 0.01%
16,604
-292
717
$200K 0.01%
3,106
+2
718
$197K 0.01%
31,425
-125
719
$192K 0.01%
10,091
+45
720
$190K 0.01%
39,465
-589
721
$168K 0.01%
11,550
722
$168K 0.01%
28,378
+57
723
$156K 0.01%
14,165
-5,207
724
$132K 0.01%
10,000
725
$126K 0.01%
+13,580
27 28
29
30 31