FAIM
Financial Advocates Investment Management Portfolio holdings
AUM
$1.22B
1-Year Return
17.17%
This Quarter Return
-3.31%
1 Year Return
+17.17%
3 Year Return
+64.58%
5 Year Return
+96.54%
10 Year Return
–
AUM
$1.36B
AUM Growth
-$12.6M
(-0.92%)
Cap. Flow
+$27.3M
Cap. Flow
% of AUM
2.02%
Top 10 Holdings %
Top 10 Hldgs %
18.85%
Holding
739
New
45
Increased
343
Reduced
269
Closed
45
Top Buys
| 1 |
iShares Russell 2000 ETF
IWM
|
$8.17M |
| 2 |
Invesco S&P 500 GARP ETF
SPGP
|
$7.26M |
| 3 |
iShares US Aerospace & Defense ETF
ITA
|
$5.29M |
| 4 |
iShares MSCI EAFE Small-Cap ETF
SCZ
|
$3.5M |
| 5 |
iShares Core Moderate Allocation ETF
AOM
|
$3.48M |
Top Sells
Sector Composition
| 1 | Technology | 12.57% |
| 2 | Consumer Discretionary | 3.8% |
| 3 | Healthcare | 2.88% |
| 4 | Financials | 2.86% |
| 5 | Industrials | 2.84% |
