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
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,684
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.96%
2 Technology 4.77%
3 Financials 2.6%
4 Industrials 2.55%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
251
$64K 0.05%
+406
252
$63K 0.05%
+325
253
$63K 0.05%
+307
254
$63K 0.05%
+2,927
255
$63K 0.05%
+249
256
$63K 0.05%
+986
257
$62K 0.05%
+1,423
258
$62K 0.05%
+3,889
259
$62K 0.05%
+204
260
$62K 0.05%
+660
261
$62K 0.05%
+3,000
262
$61K 0.05%
+1,269
263
$60K 0.05%
+2,405
264
$59K 0.05%
+4,176
265
$59K 0.05%
+405
266
$59K 0.05%
+1,337
267
$59K 0.05%
+973
268
$59K 0.05%
+1,300
269
$58K 0.05%
+1,153
270
$58K 0.05%
+448
271
$58K 0.05%
+237
272
$57K 0.05%
+187
273
$57K 0.05%
+1,564
274
$56K 0.05%
+599
275
$56K 0.05%
+76