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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
$1.72B
AUM Growth
+$195M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
794
New
Increased
Reduced
Closed

Top Buys

1
+$20.4M
2
+$10.5M
3
+$10.2M
4
JGRO icon
JPMorgan Active Growth ETF
JGRO
+$8.19M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$7.71M

Top Sells

1
+$11.6M
2
+$9.21M
3
+$8.75M
4
LVHD icon
Franklin US Low Volatility High Dividend Index ETF
LVHD
+$6.4M
5
IEF icon
iShares 7-10 Year Treasury Bond ETF
IEF
+$6.39M

Sector Composition

1 Technology 13.07%
2 Consumer Discretionary 3.39%
3 Industrials 3.1%
4 Financials 3.03%
5 Healthcare 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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777
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779
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780
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783
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784
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785
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786
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787
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788
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789
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-58,987
790
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0
791
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792
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-176,536
793
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794
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-24,808
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