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
301
$1.04M 0.07%
4,504
+107
302
$1.04M 0.07%
50,575
+4,749
303
$1.04M 0.07%
12,997
+411
304
$1.04M 0.07%
20,368
-215
305
$1.03M 0.07%
29,154
+530
306
$1.03M 0.07%
2,633
+238
307
$1.03M 0.07%
15,197
-137
308
$1.02M 0.07%
10,172
+230
309
$1.01M 0.07%
8,554
+127
310
$1.01M 0.07%
+21,583
311
$1.01M 0.07%
5,019
+103
312
$1.01M 0.07%
11,159
+1,842
313
$1M 0.07%
9,619
-1,854
314
$1M 0.07%
17,633
+13,204
315
$995K 0.07%
8,553
+1,083
316
$992K 0.07%
10,846
-265
317
$989K 0.07%
7,788
+14
318
$984K 0.07%
1,708
-1,874
319
$981K 0.07%
10,531
+4,989
320
$977K 0.07%
11,518
+2,302
321
$975K 0.07%
8,496
-117
322
$955K 0.06%
19,038
-5,312
323
$953K 0.06%
3,590
-258
324
$947K 0.06%
24,265
+986
325
$944K 0.06%
12,346
-6,804
11 12
13
14 15