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
551
$375K 0.03%
11,642
-252
552
$374K 0.03%
5,649
-29,842
553
$372K 0.03%
3,261
+902
554
$370K 0.03%
6,164
-80
555
$366K 0.02%
11,460
-125
556
$365K 0.02%
11,751
+719
557
$365K 0.02%
16,505
558
$364K 0.02%
13,258
+148
559
$364K 0.02%
4,767
+138
560
$360K 0.02%
+17,339
561
$360K 0.02%
5,924
+365
562
$359K 0.02%
14,532
+4,900
563
$359K 0.02%
8,363
564
$356K 0.02%
1,177
+292
565
$354K 0.02%
10,382
+936
566
$352K 0.02%
6,361
+19
567
$351K 0.02%
14,529
-2,707
568
$350K 0.02%
6,082
+1,441
569
$350K 0.02%
6,429
570
$347K 0.02%
21,690
+3,719
571
$345K 0.02%
4,908
-115
572
$343K 0.02%
9,110
-625
573
$341K 0.02%
23,359
574
$341K 0.02%
1,260
575
$341K 0.02%
3,133
-6,455
21 22
23
24 25