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
576
$8K 0.01%
+126
577
$8K 0.01%
+365
578
$8K 0.01%
+1,221
579
$8K 0.01%
+290
580
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+458
581
$8K 0.01%
+113
582
$8K 0.01%
+242
583
$8K 0.01%
+48
584
$8K 0.01%
+153
585
$8K 0.01%
+31
586
$8K 0.01%
+208
587
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+106
588
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+173
589
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+108
590
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+150
591
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+113
592
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+54
593
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+477
594
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595
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+293
596
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597
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598
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+275
599
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+278
600
$8K 0.01%
+169