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
$1.44B
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
799
New
Increased
Reduced
Closed

Top Buys

1
+$17.1M
2
+$16.3M
3
+$6.24M
4
APPH
AppHarvest, Inc. Common Stock
APPH
+$5.99M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$5.75M

Top Sells

1
+$17.1M
2
+$13.5M
3
+$11.6M
4
PH icon
Parker-Hannifin
PH
+$6.41M
5
GD icon
General Dynamics
GD
+$6.22M

Sector Composition

1 Technology 11.02%
2 Consumer Discretionary 4.01%
3 Healthcare 3.1%
4 Financials 2.75%
5 Industrials 2.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.6M 0.11%
9,881
-4,179
227
$1.59M 0.11%
6,973
+207
228
$1.58M 0.11%
+14,226
229
$1.58M 0.11%
30,068
+2,546
230
$1.58M 0.11%
19,768
-4,147
231
$1.54M 0.1%
12,118
+406
232
$1.53M 0.1%
51,292
+3,343
233
$1.53M 0.1%
27,925
-239
234
$1.53M 0.1%
27,946
+18,775
235
$1.5M 0.1%
101,014
-49,287
236
$1.49M 0.1%
12,527
+1,707
237
$1.49M 0.1%
28,747
+4,068
238
$1.49M 0.1%
26,432
+11,944
239
$1.47M 0.1%
88,039
-15,806
240
$1.46M 0.1%
15,512
-1,592
241
$1.45M 0.1%
9,255
+15
242
$1.42M 0.1%
5,050
-66
243
$1.41M 0.1%
82,423
+1,130
244
$1.41M 0.1%
30,288
-13,377
245
$1.39M 0.09%
4,366
-72
246
$1.39M 0.09%
24,886
+7,602
247
$1.38M 0.09%
35,030
+3,910
248
$1.38M 0.09%
7,570
-528
249
$1.37M 0.09%
23,458
-3,888
250
$1.37M 0.09%
10,311
-2,263
8 9
10
11 12