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 | |
|---|---|---|---|---|---|---|---|
| $9.74K | 0% | 160 | New | +$9.74K | |||
| $9.73K | 0% | 120 | New | +$9.73K | |||
| $9.59K | 0% | 1,628 | New | +$9.59K | |||
| $9.58K | 0% | 182 | New | +$9.58K | |||
| $9.52K | 0% | 188 | New | +$9.52K | |||
| $9.46K | 0% | 3,014 | New | +$9.46K | |||
| $9.39K | 0% | 20 | New | +$9.39K | |||
| $9.2K | 0% | 237 | New | +$9.2K | |||
| $9.12K | 0% | 140 | New | +$9.12K | |||
| $9.11K | 0% | 193 | New | +$9.11K | |||
| $8.98K | 0% | 150 | New | +$8.98K | |||
| $8.92K | 0% | 18 | New | +$8.92K | |||
| $8.73K | 0% | 168 | New | +$8.73K | |||
| $8.71K | 0% | 376 | New | +$8.71K | |||
| $8.7K | 0% | 301 | New | +$8.7K | |||
| $8.55K | 0% | 134 | New | +$8.55K | |||
| $8.47K | 0% | 40 | New | +$8.47K | |||
| $8.46K | 0% | 56 | New | +$8.46K | |||
| $8.39K | 0% | 172 | New | +$8.39K | |||
| $8.33K | 0% | 166 | New | +$8.33K | |||
| $8.08K | 0% | 157 | New | +$8.08K | |||
| $8K | 0% | 93 | New | +$8K | |||
| $7.91K | 0% | 266 | New | +$7.91K | |||
| $7.88K | 0% | 161 | New | +$7.88K | |||
| $7.66K | 0% | 50 | New | +$7.66K |
