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
251
$30.7K 0.01%
+305
252
$30.7K 0.01%
+191
253
$30.6K 0.01%
+619
254
$30.3K 0.01%
+260
255
$30.2K 0.01%
+236
256
$30K 0.01%
+3,392
257
$29.9K 0.01%
+1,013
258
$29.7K 0.01%
+134
259
$29.7K 0.01%
+221
260
$29.5K 0.01%
+2,054
261
$29.3K 0.01%
+333
262
$29.2K 0.01%
+320
263
$28.8K 0.01%
+219
264
$28.3K 0.01%
+639
265
$28.3K 0.01%
+565
266
$28.2K 0.01%
+1,387
267
$28K 0.01%
+551
268
$28K 0.01%
+1,416
269
$28K 0.01%
+146
270
$27.7K 0.01%
+283
271
$27.5K 0.01%
+69
272
$27.3K 0.01%
+2,545
273
$27K 0.01%
+554
274
$26.5K 0.01%
+708
275
$26.5K 0.01%
+255