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
626
$273K 0.02%
4,554
+1,111
627
$272K 0.02%
3,086
+103
628
$272K 0.02%
3,328
+123
629
$271K 0.02%
7,413
-775
630
$270K 0.02%
9,127
+489
631
$270K 0.02%
6,040
-902
632
$268K 0.02%
2,830
+72
633
$267K 0.02%
4,811
-40,966
634
$262K 0.02%
1,339
-31,779
635
$262K 0.02%
8,974
-356
636
$261K 0.02%
+4,761
637
$260K 0.02%
26,534
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638
$258K 0.02%
+11,984
639
$258K 0.02%
1,440
-2
640
$257K 0.02%
+4,771
641
$255K 0.02%
4,551
642
$254K 0.02%
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643
$254K 0.02%
7,375
+2
644
$253K 0.02%
+2,809
645
$253K 0.02%
14,107
646
$248K 0.02%
2,992
-2,083
647
$247K 0.02%
+3,443
648
$247K 0.02%
2,997
+271
649
$247K 0.02%
2,301
+1
650
$247K 0.02%
9,974
+1
24 25
26
27 28