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
576
$341K 0.02%
5,163
-849
577
$341K 0.02%
+2,037
578
$340K 0.02%
7,986
+2,571
579
$340K 0.02%
15,695
-670
580
$339K 0.02%
5,320
+180
581
$339K 0.02%
4,853
+454
582
$335K 0.02%
1,200
-22,951
583
$335K 0.02%
3,289
+186
584
$334K 0.02%
6,941
+256
585
$333K 0.02%
4,251
+250
586
$332K 0.02%
12,472
+5,306
587
$329K 0.02%
6,633
-108
588
$328K 0.02%
18,478
589
$328K 0.02%
12,838
-16
590
$328K 0.02%
+506
591
$327K 0.02%
5,022
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592
$327K 0.02%
1,224
-52
593
$325K 0.02%
5,176
-304
594
$324K 0.02%
16,667
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595
$324K 0.02%
+9,476
596
$323K 0.02%
2,570
-5
597
$322K 0.02%
+1,923
598
$322K 0.02%
1,025
+87
599
$322K 0.02%
5,859
+409
600
$321K 0.02%
1,004
+283
22 23
24
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