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
51
$5.42M 0.36%
16,982
-2,457
52
$5.37M 0.36%
56,227
+12,506
53
$5.37M 0.36%
23,042
-4,176
54
$5.27M 0.35%
16,100
+786
55
$5.23M 0.35%
46,789
-2,105
56
$5.18M 0.35%
121,435
-11,333
57
$5.12M 0.34%
83,344
-3,944
58
$5.07M 0.34%
84,511
-40,375
59
$4.92M 0.33%
16,876
+831
60
$4.89M 0.33%
183,530
+49,155
61
$4.88M 0.33%
29,544
-3,148
62
$4.78M 0.32%
38,500
+13,065
63
$4.69M 0.31%
211,653
+10,448
64
$4.65M 0.31%
34,397
-12,959
65
$4.64M 0.31%
34,410
-805
66
$4.55M 0.3%
90,172
+8,480
67
$4.51M 0.3%
260,100
-46,290
68
$4.5M 0.3%
241,631
+180,535
69
$4.44M 0.3%
35,263
-1,962
70
$4.41M 0.29%
129,843
+39,687
71
$4.3M 0.29%
40,712
-14,076
72
$4.27M 0.29%
+41,243
73
$4.25M 0.28%
94,311
+24,386
74
$4.24M 0.28%
+54,925
75
$4.17M 0.28%
51,698
+17,111
1 2
3
4 5