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
301
$20K ﹤0.01%
+376
302
$19.5K ﹤0.01%
+211
303
$19.4K ﹤0.01%
+201
304
$19.2K ﹤0.01%
+560
305
$19K ﹤0.01%
+615
306
$18.3K ﹤0.01%
+265
307
$18.3K ﹤0.01%
+32
308
$18.1K ﹤0.01%
+173
309
$18K ﹤0.01%
+360
310
$18K ﹤0.01%
+204
311
$17.7K ﹤0.01%
+225
312
$17.5K ﹤0.01%
+2,000
313
$17.5K ﹤0.01%
+177
314
$17.3K ﹤0.01%
+109
315
$17.1K ﹤0.01%
+414
316
$17K ﹤0.01%
+82
317
$16.9K ﹤0.01%
+98
318
$16.8K ﹤0.01%
+1,500
319
$16.8K ﹤0.01%
+214
320
$16.8K ﹤0.01%
+101
321
$16.7K ﹤0.01%
+271
322
$16.7K ﹤0.01%
+95
323
$16.6K ﹤0.01%
+241
324
$16.5K ﹤0.01%
+113
325
$16.3K ﹤0.01%
+134