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
376
$776K 0.05%
5,082
+1,069
377
$774K 0.05%
17,358
+13,031
378
$770K 0.05%
5,159
-276
379
$763K 0.05%
10,437
-252
380
$761K 0.05%
17,870
-14,342
381
$753K 0.05%
20,272
+1,117
382
$753K 0.05%
11,242
+745
383
$752K 0.05%
7,372
-27
384
$750K 0.05%
4,319
+645
385
$741K 0.05%
+12,630
386
$739K 0.05%
82,741
-5,867
387
$733K 0.05%
6,970
+217
388
$726K 0.05%
5,793
+177
389
$725K 0.05%
8,611
+508
390
$718K 0.05%
14,687
-19,431
391
$718K 0.05%
14,842
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392
$701K 0.05%
+4,458
393
$696K 0.05%
8,241
-2,102
394
$693K 0.05%
9,168
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395
$687K 0.05%
6,384
+2,341
396
$685K 0.05%
14,545
-120
397
$680K 0.05%
13,703
-2,845
398
$676K 0.05%
30,279
-32,483
399
$675K 0.05%
805
-160
400
$675K 0.05%
+1,405
14 15
16
17 18