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
$1.42B
AUM Growth
+$79.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
831
New
Increased
Reduced
Closed

Top Buys

1
+$10.1M
2
+$8.41M
3
+$8.33M
4
DIS icon
Walt Disney
DIS
+$7.13M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$5.31M

Top Sells

1
+$12.8M
2
+$6.31M
3
+$5.24M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.18M
5
SLV icon
iShares Silver Trust
SLV
+$5.03M

Sector Composition

1 Technology 11.23%
2 Consumer Discretionary 4.73%
3 Financials 3.38%
4 Industrials 3.16%
5 Communication Services 2.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.81M 0.19%
18,123
-13,011
127
$2.78M 0.19%
73,923
+3,790
128
$2.77M 0.19%
91,267
+11,113
129
$2.74M 0.18%
43,174
-2,142
130
$2.73M 0.18%
10,062
-220
131
$2.71M 0.18%
170,090
+421
132
$2.7M 0.18%
30,451
+1,368
133
$2.69M 0.18%
41,972
-4,897
134
$2.65M 0.18%
111,862
+68,376
135
$2.64M 0.18%
6,626
-663
136
$2.63M 0.18%
22,459
-3,692
137
$2.6M 0.17%
51,712
+4,428
138
$2.6M 0.17%
66,035
+9,729
139
$2.53M 0.17%
53,111
+23,737
140
$2.53M 0.17%
25,258
+22,890
141
$2.51M 0.17%
+25,056
142
$2.5M 0.17%
70,577
-653
143
$2.48M 0.17%
63,250
-1,009
144
$2.47M 0.17%
46,167
+40,282
145
$2.44M 0.16%
22,047
-2,865
146
$2.43M 0.16%
22,087
-283
147
$2.41M 0.16%
127,065
-22,985
148
$2.41M 0.16%
39,496
+1,456
149
$2.37M 0.16%
40,660
+453
150
$2.36M 0.16%
31,527
-4,286
4 5
6
7 8