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
251
$1.37M 0.09%
4,831
+3,774
252
$1.34M 0.09%
5,437
-9,129
253
$1.33M 0.09%
12,962
+460
254
$1.33M 0.09%
2,261
-3,688
255
$1.32M 0.09%
31,129
-6,372
256
$1.31M 0.09%
3,492
+3,089
257
$1.31M 0.09%
46,958
+37,006
258
$1.31M 0.09%
24,675
+1,371
259
$1.31M 0.09%
27,192
+480
260
$1.3M 0.09%
17,360
-944
261
$1.3M 0.09%
23,968
-1,821
262
$1.3M 0.09%
10,070
+1,050
263
$1.3M 0.09%
50,738
+12
264
$1.27M 0.09%
12,641
+1,186
265
$1.27M 0.09%
61,418
+10,825
266
$1.27M 0.09%
15,696
+504
267
$1.26M 0.09%
103,425
-15,708
268
$1.26M 0.09%
+86,302
269
$1.26M 0.09%
50,568
+3,873
270
$1.24M 0.08%
29,985
+7,104
271
$1.24M 0.08%
4,582
+859
272
$1.22M 0.08%
+11,429
273
$1.22M 0.08%
19,249
+9,903
274
$1.21M 0.08%
+46,920
275
$1.2M 0.08%
30,879
+1,137
9 10
11
12 13