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
326
$16.3K ﹤0.01%
+16,555
327
$15.9K ﹤0.01%
+202
328
$15.6K ﹤0.01%
+1,625
329
$15.5K ﹤0.01%
+171
330
$15.3K ﹤0.01%
+607
331
$14.9K ﹤0.01%
+293
332
$14.7K ﹤0.01%
+278
333
$14.6K ﹤0.01%
+1,520
334
$14.6K ﹤0.01%
+481
335
$14.6K ﹤0.01%
+200
336
$14.5K ﹤0.01%
+67
337
$14.5K ﹤0.01%
+2
338
$14.4K ﹤0.01%
+531
339
$14.4K ﹤0.01%
+285
340
$14.3K ﹤0.01%
+343
341
$14.3K ﹤0.01%
+246
342
$14K ﹤0.01%
+1,000
343
$14K ﹤0.01%
+666
344
$13.7K ﹤0.01%
+270
345
$13.4K ﹤0.01%
+134
346
$13K ﹤0.01%
+412
347
$12.9K ﹤0.01%
+282
348
$12.9K ﹤0.01%
+39
349
$12.7K ﹤0.01%
+49
350
$12.5K ﹤0.01%
+240