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
151
$1.92M 0.16%
6,988
-2,706
152
$1.92M 0.16%
38,881
-1,163
153
$1.89M 0.16%
16,354
-175
154
$1.88M 0.16%
81,273
+1,012
155
$1.83M 0.15%
100,516
+10,792
156
$1.8M 0.15%
47,343
-13,408
157
$1.79M 0.15%
7,760
+55
158
$1.78M 0.15%
18,653
-5,887
159
$1.77M 0.15%
248,540
-3,379
160
$1.77M 0.15%
16,294
+4,719
161
$1.77M 0.15%
14,267
+5,135
162
$1.74M 0.14%
34,790
+3,805
163
$1.73M 0.14%
8,208
-515
164
$1.72M 0.14%
25,307
-215
165
$1.72M 0.14%
67,804
+27,173
166
$1.71M 0.14%
21,175
-3,292
167
$1.67M 0.14%
3,288
+287
168
$1.66M 0.14%
34,840
-643
169
$1.65M 0.14%
160,106
-6,278
170
$1.63M 0.13%
21,558
+539
171
$1.63M 0.13%
32,577
+1,761
172
$1.63M 0.13%
+22,944
173
$1.6M 0.13%
37,155
+270
174
$1.6M 0.13%
28,943
+506
175
$1.58M 0.13%
3,419
-178
5 6
7
8 9