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
501
$13K 0.01%
+358
502
$13K 0.01%
+121
503
$13K 0.01%
+223
504
$13K 0.01%
+106
505
$13K 0.01%
+265
506
$13K 0.01%
+631
507
$13K 0.01%
+632
508
$12K 0.01%
+144
509
$12K 0.01%
+177
510
$12K 0.01%
+579
511
$12K 0.01%
+204
512
$12K 0.01%
+135
513
$12K 0.01%
+352
514
$12K 0.01%
+72
515
$12K 0.01%
+597
516
$11K 0.01%
+264
517
$11K 0.01%
+362
518
$11K 0.01%
+266
519
$11K 0.01%
+244
520
$11K 0.01%
+217
521
$11K 0.01%
+66
522
$11K 0.01%
+554
523
$11K 0.01%
+548
524
$11K 0.01%
+71
525
$11K 0.01%
+281