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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
$1.77B
AUM Growth
+$158M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
779
New
Increased
Reduced
Closed

Sector Composition

1 Technology 14.86%
2 Consumer Discretionary 3.78%
3 Financials 3.07%
4 Industrials 3.03%
5 Healthcare 2.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
751
-7,885
752
-2,500
753
-20,249
754
-978
755
-578
756
-9,860
757
-1,402
758
-3,453
759
-16,050
760
-8,562
761
-1,207
762
-242
763
-77,282
764
-2,166
765
-12,900
766
-1,976
767
-13,670
768
-4,725
769
-18,361
770
-585
771
-5,860
772
-436
773
-5,997
774
-23,938
775
-2,770