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
101
$3.77M 0.25%
101,035
+6,164
102
$3.77M 0.25%
85,910
+37,397
103
$3.76M 0.25%
69,614
-4,853
104
$3.74M 0.25%
28,386
+5,523
105
$3.72M 0.25%
33,751
-13,038
106
$3.68M 0.25%
94,907
+28,872
107
$3.64M 0.25%
23,046
+273
108
$3.62M 0.24%
51,032
-666
109
$3.54M 0.24%
41,512
+31,358
110
$3.45M 0.23%
53,838
+5,177
111
$3.41M 0.23%
49,486
-974
112
$3.35M 0.23%
88,861
+14,938
113
$3.34M 0.23%
66,307
+10,075
114
$3.32M 0.22%
14,006
+81
115
$3.25M 0.22%
33,193
+20,532
116
$3.21M 0.22%
25,199
-10,064
117
$3.19M 0.22%
55,684
+1,663
118
$3.15M 0.21%
38,178
-10,370
119
$3.09M 0.21%
61,486
+9,774
120
$3.06M 0.21%
54,990
-9,135
121
$2.98M 0.2%
109,927
-10,790
122
$2.96M 0.2%
16,899
+156
123
$2.94M 0.2%
17,361
+501
124
$2.91M 0.2%
60,419
-17,302
125
$2.9M 0.2%
7,547
+5,570
3 4
5
6 7