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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 $1,227,596,158
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 222,140 $45,576,419 3.71%
2.
Spdr S & P 500 Etf Trust
 SPY 69,158 $42,729,415 3.48%
3.
Nvidia Corp
 NVDA 243,418 $38,457,735 3.13%
4.
Vanguard Index Fds
 95,096 $28,902,604 2.35%
5.
Microsoft Corp
 MSFT 52,668 $26,197,638 2.13%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)