FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $506M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$459M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$22.8M
3 +$18.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$15.8M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$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 Change
in Stake
Capital Flow
226
$37.8K 0.01%
+240
227
$37.2K 0.01%
+255
228
$36.2K 0.01%
+3,232
229
$36.1K 0.01%
+312
230
$35.8K 0.01%
+3,325
231
$35.7K 0.01%
+1,186
232
$35.6K 0.01%
+599
233
$35.4K 0.01%
+3,260
234
$35.3K 0.01%
+344
235
$35.3K 0.01%
+6,398
236
$35.2K 0.01%
+210
237
$34.2K 0.01%
+134
238
$33.8K 0.01%
+669
239
$33.5K 0.01%
+266
240
$33.1K 0.01%
+900
241
$32.8K 0.01%
+205
242
$32.4K 0.01%
+6,425
243
$32.4K 0.01%
+122
244
$32.2K 0.01%
+715
245
$31.9K 0.01%
+135
246
$31.2K 0.01%
+100
247
$31.2K 0.01%
+134
248
$31K 0.01%
+120
249
$30.9K 0.01%
+616
250
$30.9K 0.01%
+115