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
126
$2.9M 0.2%
172,070
-15,691
127
$2.86M 0.19%
17,481
-642
128
$2.84M 0.19%
56,863
-654
129
$2.82M 0.19%
52,938
+6,771
130
$2.81M 0.19%
32,250
+1,799
131
$2.74M 0.19%
26,957
+1,901
132
$2.73M 0.18%
6,799
+173
133
$2.72M 0.18%
104,918
+18,548
134
$2.71M 0.18%
77,165
+6,588
135
$2.7M 0.18%
35,840
+4,313
136
$2.69M 0.18%
44,275
+4,779
137
$2.68M 0.18%
88,689
-2,578
138
$2.66M 0.18%
32,491
+9,744
139
$2.61M 0.18%
24,193
+2,146
140
$2.6M 0.18%
69,379
+13,279
141
$2.58M 0.17%
265,327
-77,538
142
$2.57M 0.17%
173,538
+3,448
143
$2.57M 0.17%
22,116
-343
144
$2.54M 0.17%
56,903
+3,792
145
$2.5M 0.17%
40,935
-2,239
146
$2.48M 0.17%
17,039
+4,774
147
$2.45M 0.17%
7,915
-14,418
148
$2.44M 0.16%
9,180
-882
149
$2.43M 0.16%
22,806
+7,396
150
$2.42M 0.16%
139,632
+18,582
4 5
6
7 8