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
501
$440K 0.03%
28,133
+5,120
502
$438K 0.03%
1,268
-2,130
503
$437K 0.03%
21,507
-7,843
504
$437K 0.03%
2,252
+537
505
$436K 0.03%
+8,305
506
$434K 0.03%
7,276
+220
507
$434K 0.03%
9,542
-3,638
508
$433K 0.03%
13,268
+478
509
$431K 0.03%
3,366
510
$430K 0.03%
8,360
-163
511
$430K 0.03%
2,044
-2,894
512
$427K 0.03%
+13,310
513
$426K 0.03%
15,209
-5,453
514
$424K 0.03%
8,462
+150
515
$422K 0.03%
10,575
+5,976
516
$422K 0.03%
5,800
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517
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+3,088
518
$410K 0.03%
23,950
519
$409K 0.03%
1,468
+311
520
$409K 0.03%
9,417
-1,819
521
$408K 0.03%
5,852
+121
522
$408K 0.03%
24,882
-15,986
523
$405K 0.03%
2,454
+203
524
$404K 0.03%
12,300
-107
525
$404K 0.03%
3,568
+74
19 20
21
22 23