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
276
$1.2M 0.08%
28,962
-2,815
277
$1.2M 0.08%
39,107
-997
278
$1.19M 0.08%
17,312
-640
279
$1.19M 0.08%
45,792
+433
280
$1.19M 0.08%
8,023
+1,065
281
$1.16M 0.08%
6,474
-1,111
282
$1.14M 0.08%
40,772
+3,736
283
$1.12M 0.08%
4,836
-841
284
$1.11M 0.08%
4,247
-882
285
$1.11M 0.07%
10,778
-591
286
$1.1M 0.07%
3,296
+3
287
$1.1M 0.07%
25,936
+7,231
288
$1.09M 0.07%
+25,760
289
$1.09M 0.07%
4,983
+1,738
290
$1.09M 0.07%
8,843
+5,611
291
$1.09M 0.07%
6,561
-394
292
$1.08M 0.07%
24,386
-543
293
$1.08M 0.07%
18,645
+13,289
294
$1.07M 0.07%
7,625
+2,162
295
$1.05M 0.07%
20,742
+3,356
296
$1.05M 0.07%
32,962
-1,353
297
$1.04M 0.07%
18,395
+3,413
298
$1.04M 0.07%
7,876
-239
299
$1.04M 0.07%
18,087
-1,076
300
$1.04M 0.07%
31,148
-10,651
10 11
12
13 14