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
176
$2.01M 0.13%
35,156
+2,558
177
$2M 0.13%
35,491
+29,697
178
$1.98M 0.13%
96,804
-2,370
179
$1.98M 0.13%
15,667
+949
180
$1.97M 0.13%
22,887
-4,820
181
$1.97M 0.13%
23,915
+5,546
182
$1.96M 0.13%
3,715
+150
183
$1.95M 0.13%
11,712
+869
184
$1.95M 0.13%
60,670
+20
185
$1.93M 0.13%
5,289
-371
186
$1.93M 0.13%
5,129
-241
187
$1.92M 0.13%
8,737
-1,150
188
$1.91M 0.13%
12,533
+7,468
189
$1.9M 0.13%
37,475
-17,421
190
$1.88M 0.13%
12,717
+3,028
191
$1.87M 0.12%
30,683
+22,224
192
$1.87M 0.12%
+18,705
193
$1.87M 0.12%
29,363
+2,119
194
$1.86M 0.12%
11,254
-623
195
$1.85M 0.12%
27,346
-5,696
196
$1.84M 0.12%
37,892
+3,430
197
$1.82M 0.12%
35,219
+6,875
198
$1.82M 0.12%
9,448
+679
199
$1.81M 0.12%
4,775
+3,192
200
$1.8M 0.12%
9,089
-604
6 7
8
9 10