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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 $1,757,095,246
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 352,694 $88,321,671 5.02%
2.
Nvidia Corp
 NVDA 479,200 $64,351,911 3.66%
3.
Spdr S & P 500 Etf Trust
 SPY 91,373 $53,551,776 3.04%
4.
Microsoft Corp
 MSFT 116,422 $49,071,857 2.79%
5.
Spdr Series Trust
 372,683 $32,758,813 1.86%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% 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)