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
326
$939K 0.06%
14,622
-18,053
327
$935K 0.06%
4,864
+337
328
$920K 0.06%
35,179
+705
329
$916K 0.06%
5,850
-761
330
$907K 0.06%
17,238
-194
331
$905K 0.06%
5,711
+310
332
$896K 0.06%
9,942
-200
333
$892K 0.06%
18,023
-1,749
334
$884K 0.06%
105,712
-288
335
$881K 0.06%
3,001
-2,271
336
$881K 0.06%
10,780
+169
337
$880K 0.06%
76,696
+12,208
338
$880K 0.06%
28,157
-86
339
$875K 0.06%
5,907
-173
340
$873K 0.06%
7,268
341
$872K 0.06%
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342
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3,297
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343
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33,819
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344
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14,407
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345
$857K 0.06%
4,023
-3,279
346
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10,666
+1,581
347
$848K 0.06%
27,721
-539
348
$845K 0.06%
38,055
+6,425
349
$844K 0.06%
15,843
+1,309
350
$843K 0.06%
+19,462
12 13
14
15 16