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 | |
|---|---|---|---|---|---|---|---|
| $20K | 0% | 376 | New | +$20K | |||
| $19.5K | 0% | 211 | New | +$19.5K | |||
| $19.4K | 0% | 201 | New | +$19.4K | |||
| $19.2K | 0% | 560 | New | +$19.2K | |||
| $19K | 0% | 615 | New | +$19K | |||
| $18.3K | 0% | 265 | New | +$18.3K | |||
| $18.3K | 0% | 32 | New | +$18.3K | |||
| $18.1K | 0% | 173 | New | +$18.1K | |||
| $18K | 0% | 360 | New | +$18K | |||
| $18K | 0% | 204 | New | +$18K | |||
| $17.7K | 0% | 225 | New | +$17.7K | |||
| $17.5K | 0% | 2,000 | New | +$17.5K | |||
| $17.5K | 0% | 177 | New | +$17.5K | |||
| $17.3K | 0% | 109 | New | +$17.3K | |||
| $17.1K | 0% | 414 | New | +$17.1K | |||
| $17K | 0% | 82 | New | +$17K | |||
| $16.9K | 0% | 98 | New | +$16.9K | |||
| $16.8K | 0% | 1,500 | New | +$16.8K | |||
| $16.8K | 0% | 214 | New | +$16.8K | |||
| $16.8K | 0% | 101 | New | +$16.8K | |||
| $16.7K | 0% | 271 | New | +$16.7K | |||
| $16.7K | 0% | 95 | New | +$16.7K | |||
| $16.6K | 0% | 241 | New | +$16.6K | |||
| $16.5K | 0% | 113 | New | +$16.5K | |||
| $16.3K | 0% | 134 | New | +$16.3K |
