FAIM

Financial Advocates Investment Management Portfolio holdings

AUM $1.22B
1-Year Est. Return 17.17%
This Quarter Est. Return
1 Year Est. Return
+17.17%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.37B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$7.73M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.68M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.49M

Top Sells

1
+$7.89M
2
+$7.39M
3
+$6.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.27M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.29M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 3.81%
3 Healthcare 2.9%
4 Industrials 2.81%
5 Financials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.52M 0.32%
33,564
+67
77
$4.51M 0.32%
58,099
+30,269
78
$4.46M 0.32%
238,120
+15,984
79
$4.41M 0.31%
33,206
-9,962
80
$4.35M 0.31%
73,269
+2,066
81
$4.27M 0.3%
42,976
+21,387
82
$4.27M 0.3%
60,271
-344
83
$4.18M 0.3%
101,143
-8,997
84
$4.15M 0.3%
45,295
-23,687
85
$4.08M 0.29%
55,061
+825
86
$3.96M 0.28%
282,500
+22,000
87
$3.94M 0.28%
52,119
-2,106
88
$3.85M 0.27%
35,916
+544
89
$3.82M 0.27%
43,905
-1,090
90
$3.81M 0.27%
51,636
-63
91
$3.81M 0.27%
31,793
+620
92
$3.76M 0.27%
128,651
+39,459
93
$3.7M 0.26%
71,791
+2,938
94
$3.65M 0.26%
41,822
-669
95
$3.62M 0.26%
28,328
+15,908
96
$3.6M 0.26%
76,448
+18,556
97
$3.59M 0.26%
36,238
-2,621
98
$3.54M 0.25%
77,083
+7,199
99
$3.52M 0.25%
24,219
+272
100
$3.52M 0.25%
33,186
-728
2 3
4
5 6