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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
726
-6,764
727
-5,055
728
-5,617
729
-11,688
730
-21,687
731
-21,141
732
-11,427
733
-17,284
734
-4,969
735
-12,920
736
-4,695
737
-2,784
738
-2,481
739
-15,067
740
-812
741
-2,005
742
-5,748
743
-1,970
744
-42,177
745
-3,373
746
-8,596
747
-3,349
748
-801
749
-38,219
750
-4,222