MINNETONKA, MN How do I update this listing?

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Advocate Group is based out of Minnetonka. Their last reported 13F filing for Q2 2022 included $429,510,000 in managed 13F securities and a top 10 holdings concentration of 31.61%. Advocate Group's largest holding is General Mills Co. with shares held of 420,586. Whalewisdom has at least 1 13F filings


Top Sells (13F)

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13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-08-15

Performance for Q2 2022: -1.04%
Performance Last 4 Quarters: 0.0%
Performance Metrics
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