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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
776
-11,989
777
-4,803
778
-2,229
779
-7,353
780
-1,635
781
-4,658
782
-5,450
783
-8,026
784
-14,423
785
-45,390
786
-2,991
787
-9,178
788
-10,237
789
-6,471
790
-1,973
791
-6,363
792
-2,565
793
-2,603
794
-37,455
795
-4,142
796
-27,934
797
-1,427
798
-3,660
799
-3,459
800
-4,434