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
$124M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,684
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.96%
2 Technology 4.77%
3 Financials 2.6%
4 Industrials 2.55%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$24K 0.02%
+385
402
$24K 0.02%
+408
403
$24K 0.02%
+184
404
$24K 0.02%
+160
405
$23K 0.02%
+94
406
$23K 0.02%
+144
407
$23K 0.02%
+373
408
$23K 0.02%
+443
409
$23K 0.02%
+191
410
$23K 0.02%
+134
411
$23K 0.02%
+339
412
$22K 0.02%
+385
413
$22K 0.02%
+275
414
$22K 0.02%
+213
415
$22K 0.02%
+629
416
$22K 0.02%
+1,024
417
$22K 0.02%
+586
418
$22K 0.02%
+681
419
$21K 0.02%
+393
420
$21K 0.02%
+75
421
$21K 0.02%
+275
422
$21K 0.02%
+4,842
423
$21K 0.02%
+751
424
$21K 0.02%
+1,124
425
$21K 0.02%
+143