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
176
$1.57M 0.13%
34,326
+935
177
$1.56M 0.13%
51,524
-3,442
178
$1.55M 0.13%
36,842
+12,561
179
$1.55M 0.13%
55,996
-1,338
180
$1.54M 0.13%
22,053
-1,912
181
$1.52M 0.13%
26,740
+75
182
$1.51M 0.12%
14,123
+3,424
183
$1.51M 0.12%
62,657
-48,522
184
$1.5M 0.12%
28,832
-6,609
185
$1.5M 0.12%
39,315
-531
186
$1.49M 0.12%
179,921
+24,013
187
$1.47M 0.12%
14,136
+12,071
188
$1.46M 0.12%
30,136
+8,885
189
$1.46M 0.12%
20,393
+6,940
190
$1.43M 0.12%
13,696
-5,166
191
$1.43M 0.12%
40,921
-4,330
192
$1.42M 0.12%
20,147
-13,746
193
$1.41M 0.12%
16,969
+4,656
194
$1.39M 0.11%
+16,567
195
$1.39M 0.11%
59,226
-10,344
196
$1.39M 0.11%
37,474
-11,244
197
$1.38M 0.11%
6,309
-1,434
198
$1.37M 0.11%
29,771
+3,729
199
$1.35M 0.11%
5,629
+324
200
$1.33M 0.11%
13,848
-6,433
6 7
8
9 10