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
551
$10K 0.01%
+408
552
$10K 0.01%
+347
553
$10K 0.01%
+722
554
$9K 0.01%
+193
555
$9K 0.01%
+791
556
$9K 0.01%
+174
557
$9K 0.01%
+457
558
$9K 0.01%
+62
559
$9K 0.01%
+397
560
$9K 0.01%
+198
561
$9K 0.01%
+79
562
$9K 0.01%
+48
563
$9K 0.01%
+458
564
$9K 0.01%
+312
565
$9K 0.01%
+440
566
$9K 0.01%
+28
567
$9K 0.01%
+204
568
$9K 0.01%
+209
569
$9K 0.01%
+119
570
$9K 0.01%
+448
571
$9K 0.01%
+115
572
$8K 0.01%
+247
573
$8K 0.01%
+150
574
$8K 0.01%
+71
575
$8K 0.01%
+186