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
$1.37B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$7.73M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.68M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.49M

Top Sells

1
+$7.89M
2
+$7.39M
3
+$6.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.27M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.29M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 3.81%
3 Healthcare 2.9%
4 Industrials 2.81%
5 Financials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.32M 0.45%
11,748
+68
52
$6.27M 0.45%
137,896
+4,827
53
$6.13M 0.44%
175,370
+33,180
54
$6.07M 0.43%
119,711
+31,110
55
$5.91M 0.42%
27,998
-550
56
$5.91M 0.42%
36,385
+1,682
57
$5.83M 0.42%
24,546
+272
58
$5.65M 0.4%
145,416
+84,993
59
$5.64M 0.4%
163,978
+146,895
60
$5.55M 0.4%
243,644
-520
61
$5.47M 0.39%
149,066
+85,762
62
$5.46M 0.39%
215,361
+11,361
63
$5.46M 0.39%
72,162
+887
64
$5.34M 0.38%
112,066
+127
65
$5.3M 0.38%
65,390
-3,186
66
$5.19M 0.37%
139,659
+43,461
67
$5.05M 0.36%
63,878
+8,603
68
$5.01M 0.36%
159,242
+4,715
69
$4.94M 0.35%
66,526
+1,315
70
$4.92M 0.35%
34,433
-1,132
71
$4.86M 0.35%
32,002
+737
72
$4.81M 0.34%
29,075
+350
73
$4.75M 0.34%
144,519
+8,082
74
$4.73M 0.34%
47,295
-1,254
75
$4.67M 0.33%
67,619
+41,104
1 2
3
4 5