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
$1.16B
AUM Growth
-$75.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
846
New
Increased
Reduced
Closed

Top Buys

1
+$9.95M
2
+$8.28M
3
+$8.02M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$5.56M
5
DEA
Easterly Government Properties
DEA
+$4.9M

Top Sells

1
+$27.6M
2
+$19.1M
3
+$10.1M
4
AAPL icon
Apple
AAPL
+$9.95M
5
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$5.86M

Sector Composition

1 Technology 9.93%
2 Healthcare 4.18%
3 Consumer Discretionary 3.7%
4 Financials 2.64%
5 Industrials 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.53M 0.21%
51,320
-5,540
127
$2.42M 0.2%
20,380
-1,473
128
$2.38M 0.2%
53,388
+14,766
129
$2.35M 0.19%
103,149
+71,857
130
$2.32M 0.19%
14,208
+969
131
$2.31M 0.19%
+95,282
132
$2.22M 0.18%
19,666
+16,881
133
$2.2M 0.18%
21,859
-3,712
134
$2.19M 0.18%
26,393
-1,306
135
$2.19M 0.18%
+42,765
136
$2.18M 0.18%
22,926
-1,476
137
$2.18M 0.18%
67,842
-2,218
138
$2.15M 0.18%
45,246
-9,859
139
$2.11M 0.17%
7,671
-97
140
$2.1M 0.17%
48,050
+1,316
141
$2.08M 0.17%
20,493
-1,493
142
$2.05M 0.17%
+21,122
143
$2.03M 0.17%
145,173
+8,430
144
$2.03M 0.17%
48,968
-22,850
145
$2M 0.17%
+53,247
146
$1.97M 0.16%
+47,352
147
$1.95M 0.16%
48,899
-1,111
148
$1.93M 0.16%
832,231
+81,847
149
$1.93M 0.16%
31,911
-3,269
150
$1.92M 0.16%
56,895
+11,463
4 5
6
7 8