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
426
$625K 0.04%
+6,144
427
$622K 0.04%
11,415
+230
428
$618K 0.04%
12,173
+3,095
429
$617K 0.04%
5,441
+2,486
430
$616K 0.04%
9,930
-131
431
$613K 0.04%
13,771
+329
432
$611K 0.04%
9,084
-216
433
$609K 0.04%
28,142
-82
434
$609K 0.04%
9,995
-1,104
435
$608K 0.04%
16,624
-297
436
$608K 0.04%
7,668
+1,393
437
$607K 0.04%
16,709
-999
438
$607K 0.04%
8,612
+2,595
439
$603K 0.04%
20,871
+2,323
440
$599K 0.04%
8,438
+84
441
$595K 0.04%
8,379
+147
442
$595K 0.04%
14,699
443
$592K 0.04%
2,865
+350
444
$592K 0.04%
18,916
-3,922
445
$591K 0.04%
11,515
-363
446
$587K 0.04%
+24,288
447
$587K 0.04%
9,873
+353
448
$584K 0.04%
28,950
+6,189
449
$576K 0.04%
8,007
-192
450
$574K 0.04%
34,083
+585
16 17
18
19 20