FGAM
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Financial Gravity Asset Management’s Marcus & Millichap MMI Stock Holding History

Financial Gravity Asset Management’s Portfolio MMI Stock Details MMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-34
Closed -$165 – 1447
2022
Q4 		$165 Buy
+34
New +$1.21K ﹤0.01% 1019
2019
Q4 		– Sell
-9
Closed – – 1594
2019
Q3 		$0 Sell
9
-93
-91% -$3.17K ﹤0.01% 1424
2019
Q2 		$3K Sell
102
-4
-4% -$145 ﹤0.01% 815
2019
Q1 		$4K Buy
+106
New +$4.06K ﹤0.01% 765
2018
Q3 		– Sell
-158
Closed -$6K – 1529
2018
Q2 		$6K Buy
158
+139
+732% +$5.13K 0.01% 695
2018
Q1 		$1K Buy
+19
New +$620 ﹤0.01% 1199

Other funds holding MMI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return