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
$1.37B
AUM Growth
+$53.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
784
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$10.9M
3
+$7.73M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$7.68M
5
IUSG icon
iShares Core S&P US Growth ETF
IUSG
+$5.49M

Top Sells

1
+$7.89M
2
+$7.39M
3
+$6.58M
4
JPST icon
JPMorgan Ultra-Short Income ETF
JPST
+$5.27M
5
IXUS icon
iShares Core MSCI Total International Stock ETF
IXUS
+$4.29M

Sector Composition

1 Technology 13.34%
2 Consumer Discretionary 3.81%
3 Healthcare 2.9%
4 Industrials 2.81%
5 Financials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.84M 0.13%
6,450
-160
177
$1.82M 0.13%
54,569
-101
178
$1.82M 0.13%
34,767
-1,617
179
$1.77M 0.13%
79,365
-7,923
180
$1.76M 0.13%
29,289
+784
181
$1.76M 0.13%
23,445
-15,476
182
$1.75M 0.12%
7,886
+1,268
183
$1.7M 0.12%
5,586
+43
184
$1.67M 0.12%
55,585
-9,270
185
$1.67M 0.12%
14,655
-39
186
$1.67M 0.12%
15,556
+777
187
$1.65M 0.12%
3,739
-900
188
$1.65M 0.12%
16,905
+571
189
$1.64M 0.12%
33,590
+565
190
$1.64M 0.12%
20,077
-2,377
191
$1.63M 0.12%
40,405
+33,959
192
$1.62M 0.12%
7,653
+21
193
$1.59M 0.11%
58,706
-8,483
194
$1.58M 0.11%
99,322
+9,636
195
$1.53M 0.11%
42,032
+5,941
196
$1.52M 0.11%
10,030
+2,503
197
$1.51M 0.11%
41,190
+484
198
$1.51M 0.11%
39,960
-459
199
$1.51M 0.11%
47,849
+1,671
200
$1.5M 0.11%
18,727
-1,844
6 7
8
9 10