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
701
$206K 0.01%
+1,826
702
$205K 0.01%
2,588
-694
703
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2,000
704
$204K 0.01%
853
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705
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706
$200K 0.01%
20,090
+1,319
707
$193K 0.01%
12,171
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708
$169K 0.01%
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709
$167K 0.01%
1,770
+143
710
$151K 0.01%
27,418
+6
711
$151K 0.01%
10,044
-1,042
712
$140K 0.01%
14,382
713
$137K 0.01%
4,067
-771
714
$136K 0.01%
16,337
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715
$135K 0.01%
14,165
-1,740
716
$129K 0.01%
23,350
717
$125K 0.01%
977
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718
$116K 0.01%
10,420
719
$111K 0.01%
517
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720
$105K 0.01%
52
+16
721
$105K 0.01%
+11,027
722
$101K 0.01%
+22,866
723
$98K 0.01%
+25,825
724
$89K 0.01%
15,400
725
$88K 0.01%
1,439
-4,795
27 28
29
30 31