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 | |
|---|---|---|---|---|---|---|---|
| $30.7K | 0.01% | 305 | New | +$30.7K | |||
| $30.7K | 0.01% | 191 | New | +$30.7K | |||
| $30.6K | 0.01% | 619 | New | +$30.6K | |||
| $30.3K | 0.01% | 260 | New | +$30.3K | |||
| $30.2K | 0.01% | 236 | New | +$30.2K | |||
| $30K | 0.01% | 3,392 | New | +$30K | |||
| $29.9K | 0.01% | 1,013 | New | +$29.9K | |||
| $29.7K | 0.01% | 134 | New | +$29.7K | |||
| $29.7K | 0.01% | 221 | New | +$29.7K | |||
| $29.5K | 0.01% | 2,054 | New | +$29.5K | |||
| $29.3K | 0.01% | 333 | New | +$29.3K | |||
| $29.2K | 0.01% | 320 | New | +$29.2K | |||
| $28.8K | 0.01% | 219 | New | +$28.8K | |||
| $28.3K | 0.01% | 639 | New | +$28.3K | |||
| $28.3K | 0.01% | 565 | New | +$28.3K | |||
| $28.2K | 0.01% | 1,387 | New | +$28.2K | |||
| $28K | 0.01% | 551 | New | +$28K | |||
| $28K | 0.01% | 1,416 | New | +$28K | |||
| $28K | 0.01% | 146 | New | +$28K | |||
| $27.7K | 0.01% | 283 | New | +$27.7K | |||
| $27.5K | 0.01% | 69 | New | +$27.5K | |||
| $27.3K | 0.01% | 2,545 | New | +$27.3K | |||
| $27K | 0.01% | 554 | New | +$27K | |||
| $26.5K | 0.01% | 708 | New | +$26.5K | |||
| $26.5K | 0.01% | 255 | New | +$26.5K |
