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
176
$2.02M 0.14%
21,429
+247
177
$2.01M 0.14%
10,454
-6,995
178
$1.99M 0.13%
62,935
+2,265
179
$1.99M 0.13%
34,884
-272
180
$1.96M 0.13%
69,183
+19,415
181
$1.94M 0.13%
3,185
-530
182
$1.94M 0.13%
46,366
+7,659
183
$1.94M 0.13%
36,991
-26,007
184
$1.94M 0.13%
20,434
-41,843
185
$1.92M 0.13%
9,689
+241
186
$1.92M 0.13%
99,058
+2,254
187
$1.91M 0.13%
39,243
+1,688
188
$1.91M 0.13%
39,795
+78
189
$1.91M 0.13%
291,682
-32,225
190
$1.9M 0.13%
29,667
+5,051
191
$1.89M 0.13%
41,082
+971
192
$1.87M 0.13%
9,357
+268
193
$1.84M 0.12%
+2,954
194
$1.83M 0.12%
29,351
-12
195
$1.83M 0.12%
30,564
+4,158
196
$1.82M 0.12%
55,220
+47,050
197
$1.81M 0.12%
36,792
+9,724
198
$1.8M 0.12%
5,176
-113
199
$1.8M 0.12%
28,725
+3,032
200
$1.8M 0.12%
+4,592
6 7
8
9 10