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
451
$571K 0.04%
6,692
+181
452
$565K 0.04%
5,966
-443
453
$563K 0.04%
3,728
+892
454
$560K 0.04%
2,385
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455
$556K 0.04%
11,737
-829
456
$556K 0.04%
19,670
-107,033
457
$550K 0.04%
3,959
+297
458
$545K 0.04%
+12,206
459
$544K 0.04%
+13,174
460
$541K 0.04%
11,160
-14,450
461
$537K 0.04%
7,665
-10,140
462
$534K 0.04%
2,921
+396
463
$534K 0.04%
11,250
464
$532K 0.04%
1,251
+58
465
$521K 0.04%
18,433
+2,244
466
$517K 0.03%
11,131
+1,923
467
$512K 0.03%
7,071
-331
468
$511K 0.03%
3,054
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469
$509K 0.03%
12,555
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470
$504K 0.03%
7,217
+2,198
471
$504K 0.03%
6,418
+268
472
$502K 0.03%
10,515
-10
473
$500K 0.03%
9,789
+1,551
474
$499K 0.03%
7,172
+1,409
475
$498K 0.03%
9,775
17 18
19
20 21