FGAM
Financial Gravity Asset Management Portfolio holdings
AUM $459M
AUM
$459M
AUM Growth
–
Cap. Flow
+$459M
Cap. Flow % of AUM
100%
Top 10 Holdings %Top 10 Hldgs %
36.92%
Holding
1,080
New
1,071
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 | $26.1M | |
| 2 | $22.8M | |
| 3 | $18.8M | |
| 4 | $15.8M | |
| 5 | $15.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 5.69% |
| 2 | Consumer Discretionary | 4.59% |
| 3 | Financials | 3.61% |
| 4 | Communication Services | 3.57% |
| 5 | Healthcare | 3.41% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $37.8K | 0.01% | 240 | New | +$37.8K | |||
| $37.2K | 0.01% | 255 | New | +$37.2K | |||
| $36.2K | 0.01% | 3,232 | New | +$36.2K | |||
| $36.1K | 0.01% | 312 | New | +$36.1K | |||
| $35.8K | 0.01% | 3,325 | New | +$35.8K | |||
| $35.7K | 0.01% | 1,186 | New | +$35.7K | |||
| $35.6K | 0.01% | 599 | New | +$35.6K | |||
| $35.4K | 0.01% | 3,260 | New | +$35.4K | |||
| $35.3K | 0.01% | 344 | New | +$35.3K | |||
| $35.3K | 0.01% | 6,398 | New | +$35.3K | |||
| $35.2K | 0.01% | 210 | New | +$35.2K | |||
| $34.2K | 0.01% | 134 | New | +$34.2K | |||
| $33.8K | 0.01% | 669 | New | +$33.8K | |||
| $33.5K | 0.01% | 266 | New | +$33.5K | |||
| $33.1K | 0.01% | 900 | New | +$33.1K | |||
| $32.8K | 0.01% | 205 | New | +$32.8K | |||
| $32.4K | 0.01% | 6,425 | New | +$32.4K | |||
| $32.4K | 0.01% | 122 | New | +$32.4K | |||
| $32.2K | 0.01% | 715 | New | +$32.2K | |||
| $31.9K | 0.01% | 135 | New | +$31.9K | |||
| $31.2K | 0.01% | 100 | New | +$31.2K | |||
| $31.2K | 0.01% | 134 | New | +$31.2K | |||
| $31K | 0.01% | 120 | New | +$31K | |||
| $30.9K | 0.01% | 616 | New | +$30.9K | |||
| $30.9K | 0.01% | 115 | New | +$30.9K |
