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
651
$246K 0.02%
1,274
-8
652
$246K 0.02%
2,403
653
$246K 0.02%
5,098
+13
654
$246K 0.02%
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655
$244K 0.02%
6,680
-1,034
656
$243K 0.02%
3,363
+498
657
$243K 0.02%
+11,300
658
$239K 0.02%
8,590
+636
659
$239K 0.02%
+1,537
660
$239K 0.02%
21,654
-1,925
661
$238K 0.02%
7,773
+1,128
662
$238K 0.02%
5,351
+2,040
663
$236K 0.02%
3,805
-321
664
$233K 0.02%
10,761
+4,131
665
$232K 0.02%
+879
666
$232K 0.02%
+13,904
667
$230K 0.02%
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668
$229K 0.02%
+5,386
669
$229K 0.02%
8,501
-213
670
$228K 0.02%
2,326
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671
$228K 0.02%
+3,887
672
$228K 0.02%
+3,010
673
$227K 0.02%
3,157
-174
674
$227K 0.02%
2,039
-9
675
$225K 0.02%
10,575
-7,651
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