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Home > Institutional Investor > Financial Advocates Investment Management > Profile

Instuitional Investor - Financial Advocates Investment Management

Fund Profile
Filing Period:
Fund Name: Financial Advocates Investment Management
Portfolio Value $1,529,437,475
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 382,405 $73,624,446 4.81%
2.
Microsoft Corp
 MSFT 134,834 $50,702,930 3.31%
3.
Spdr S & P 500 Etf Trust
 SPY 94,953 $45,132,123 2.95%
4.
Vanguard Index Fds
 87,444 $27,184,629 1.77%
5.
Nvidia Corp
 NVDA 513,540 $25,431,536 1.66%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)