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
451
$17K 0.01%
+125
452
$17K 0.01%
+577
453
$17K 0.01%
+228
454
$17K 0.01%
+366
455
$17K 0.01%
+4,362
456
$17K 0.01%
+283
457
$17K 0.01%
+364
458
$17K 0.01%
+157
459
$17K 0.01%
+215
460
$16K 0.01%
+230
461
$16K 0.01%
+739
462
$16K 0.01%
+129
463
$16K 0.01%
+529
464
$16K 0.01%
+329
465
$16K 0.01%
+320
466
$15K 0.01%
+1,050
467
$15K 0.01%
+187
468
$15K 0.01%
+637
469
$15K 0.01%
+164
470
$15K 0.01%
+173
471
$15K 0.01%
+245
472
$15K 0.01%
+170
473
$15K 0.01%
+857
474
$15K 0.01%
+507
475
$15K 0.01%
+200