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
201
$1.8M 0.12%
12,243
+989
202
$1.8M 0.12%
37,001
+4,883
203
$1.79M 0.12%
28,090
+671
204
$1.78M 0.12%
9,098
+361
205
$1.77M 0.12%
37,780
+1,115
206
$1.77M 0.12%
+80,130
207
$1.77M 0.12%
53,445
+1,415
208
$1.75M 0.12%
36,649
+6,307
209
$1.75M 0.12%
58,240
+734
210
$1.75M 0.12%
34,978
-1,954
211
$1.74M 0.12%
11,798
-735
212
$1.74M 0.12%
20,136
-2,751
213
$1.73M 0.12%
18,642
-77
214
$1.73M 0.12%
20,099
+17,805
215
$1.71M 0.12%
57,858
+19,966
216
$1.7M 0.12%
22,660
-16,386
217
$1.7M 0.11%
575,384
218
$1.69M 0.11%
8,201
-30
219
$1.66M 0.11%
28,918
+6,302
220
$1.66M 0.11%
117,285
-95,842
221
$1.65M 0.11%
10,976
-1,741
222
$1.63M 0.11%
32,187
-5,288
223
$1.62M 0.11%
14,619
-9,434
224
$1.61M 0.11%
31,076
+866
225
$1.6M 0.11%
15,174
-520
7 8
9
10 11