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
$9.43B
AUM Growth
+$356M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,518
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$16M
3
+$14.9M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$13.8M
5
KO icon
Coca-Cola
KO
+$12.7M

Top Sells

1
+$2.08K
2
+$673
3
+$559
4
HUM icon
Humana
HUM
+$515
5
PH icon
Parker-Hannifin
PH
+$369

Sector Composition

1 Technology 7.61%
2 Consumer Discretionary 6.06%
3 Consumer Staples 5.89%
4 Communication Services 5.63%
5 Healthcare 5.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$31.9K ﹤0.01%
321
+66
377
$31.8K ﹤0.01%
247
+42
378
$31.7K ﹤0.01%
428
+73
379
$30.7K ﹤0.01%
278
+139
380
$30.7K ﹤0.01%
1,523
+1
381
$30.6K ﹤0.01%
52
+48
382
$30.5K ﹤0.01%
545
+87
383
$30.2K ﹤0.01%
+500
384
$30K ﹤0.01%
341
+57
385
$29.8K ﹤0.01%
387
+71
386
$29.7K ﹤0.01%
+1,500
387
$29.5K ﹤0.01%
1,455
+1,454
388
$29.2K ﹤0.01%
613
+117
389
$29.2K ﹤0.01%
441
+66
390
$28.9K ﹤0.01%
+1,200
391
$28.9K ﹤0.01%
+1,000
392
$28.9K ﹤0.01%
+228
393
$28.7K ﹤0.01%
+300
394
$28.6K ﹤0.01%
+300
395
$28.2K ﹤0.01%
952
396
$27.1K ﹤0.01%
248
+7
397
$26.8K ﹤0.01%
931
+159
398
$26.7K ﹤0.01%
+475
399
$26.1K ﹤0.01%
527
+84
400
$26K ﹤0.01%
+367
14 15
16
17 18