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
151
$2.4M 0.16%
38,133
+33,037
152
$2.36M 0.16%
89,067
+65,986
153
$2.35M 0.16%
41,715
+1,055
154
$2.34M 0.16%
39,656
-2,316
155
$2.34M 0.16%
54,329
-8,921
156
$2.32M 0.16%
21,231
-856
157
$2.3M 0.16%
45,278
+10,059
158
$2.28M 0.15%
+41,888
159
$2.24M 0.15%
124,540
-2,525
160
$2.24M 0.15%
4,145
+2,445
161
$2.23M 0.15%
2,994
+2,265
162
$2.23M 0.15%
22,657
+1,904
163
$2.22M 0.15%
63,207
+4,598
164
$2.21M 0.15%
16,600
-720
165
$2.19M 0.15%
16,836
-128
166
$2.19M 0.15%
57,285
+2,168
167
$2.18M 0.15%
40,839
-269
168
$2.15M 0.15%
145,999
-1,389
169
$2.13M 0.14%
19,325
+4,373
170
$2.12M 0.14%
9,677
+238
171
$2.11M 0.14%
28,472
-214
172
$2.1M 0.14%
33,380
-185,500
173
$2.07M 0.14%
16,506
+839
174
$2.06M 0.14%
22,859
-2,399
175
$2.04M 0.14%
8,458
-810
5 6
7
8 9