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
26
$8.41M 0.57%
166,553
+2,685
27
$8.34M 0.56%
313,833
+5,042
28
$8.15M 0.55%
68,495
+128
29
$8.06M 0.54%
20,444
-315
30
$7.94M 0.54%
106,958
+16,482
31
$7.92M 0.53%
88,515
+3,830
32
$7.83M 0.53%
52,423
-1,681
33
$7.6M 0.51%
144,475
+7,145
34
$7.45M 0.5%
42,395
+5,626
35
$7.38M 0.5%
33,541
-4,264
36
$7.37M 0.5%
48,008
+27,512
37
$6.94M 0.47%
80,691
-5,235
38
$6.92M 0.47%
279,543
-3,198
39
$6.73M 0.45%
110,996
+579
40
$6.64M 0.45%
24,336
-2,551
41
$6.47M 0.44%
63,206
+6,979
42
$6.44M 0.44%
14,956
-12,755
43
$6.37M 0.43%
125,854
+50,705
44
$6.24M 0.42%
+94,283
45
$6.11M 0.41%
45,905
+11,508
46
$5.99M 0.4%
+22,749
47
$5.87M 0.4%
99,335
+997
48
$5.75M 0.39%
+121,089
49
$5.72M 0.39%
16,901
+14,811
50
$5.66M 0.38%
48,185
-934
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