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
426
$20K 0.02%
+490
427
$20K 0.02%
+224
428
$20K 0.02%
+717
429
$20K 0.02%
+334
430
$20K 0.02%
+432
431
$20K 0.02%
+192
432
$20K 0.02%
+343
433
$20K 0.02%
+461
434
$20K 0.02%
+287
435
$20K 0.02%
+109
436
$19K 0.02%
+160
437
$19K 0.02%
+266
438
$19K 0.02%
+379
439
$19K 0.02%
+255
440
$19K 0.02%
+173
441
$19K 0.02%
+451
442
$18K 0.01%
+140
443
$18K 0.01%
+762
444
$18K 0.01%
+360
445
$18K 0.01%
+198
446
$18K 0.01%
+102
447
$18K 0.01%
+495
448
$18K 0.01%
+1,402
449
$18K 0.01%
+300
450
$17K 0.01%
+229