FGAM
Financial Gravity Asset Management Portfolio holdings
AUM
$459M
This Quarter Return
+1.23%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$400M
AUM Growth
-$345M
(-46%)
Cap. Flow
-$363M
Cap. Flow
% of AUM
-90.77%
Top 10 Holdings %
Top 10 Hldgs %
39.72%
Holding
2,835
New
628
Increased
22
Reduced
560
Closed
1,306
Top Buys
| 1 |
Triumph Financial, Inc.
TFIN
|
+$2.13M |
| 2 |
iShares MSCI Intl Quality Factor ETF
IQLT
|
+$825K |
| 3 |
Opal Dividend Income ETF
DIVZ
|
+$670K |
| 4 |
iShares ESG Advanced High Yield Corporate Bond ETF
HYXF
|
+$557K |
| 5 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$505K |
Top Sells
Sector Composition
| 1 | Technology | 6.61% |
| 2 | Consumer Discretionary | 4.75% |
| 3 | Healthcare | 4.14% |
| 4 | Communication Services | 3.55% |
| 5 | Consumer Staples | 3.08% |