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
$459M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1
+$26.1M
2
+$22.8M
3
+$18.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$15.8M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$15.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 4.59%
3 Financials 3.61%
4 Communication Services 3.57%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.17K ﹤0.01%
+22
502
$2.11K ﹤0.01%
+19
503
$2.1K ﹤0.01%
+60
504
$2.1K ﹤0.01%
+76
505
$2.09K ﹤0.01%
+160
506
$2.07K ﹤0.01%
+57
507
$2.07K ﹤0.01%
+327
508
$2.02K ﹤0.01%
+20
509
$2.02K ﹤0.01%
+43
510
$2.01K ﹤0.01%
+21
511
$1.99K ﹤0.01%
+19
512
$1.97K ﹤0.01%
+24
513
$1.95K ﹤0.01%
+100
514
$1.87K ﹤0.01%
+82
515
$1.85K ﹤0.01%
+125
516
$1.84K ﹤0.01%
+25
517
$1.8K ﹤0.01%
+8
518
$1.79K ﹤0.01%
+42
519
$1.72K ﹤0.01%
+142
520
$1.72K ﹤0.01%
+21
521
$1.71K ﹤0.01%
+11
522
$1.7K ﹤0.01%
+5
523
$1.68K ﹤0.01%
+32
524
$1.65K ﹤0.01%
+3
525
$1.64K ﹤0.01%
+418
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