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
$97.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,600
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.84%
2 Technology 8.15%
3 Industrials 4.97%
4 Financials 4.69%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$9K 0.01%
+134
602
$9K 0.01%
+1,428
603
$9K 0.01%
+101
604
$9K 0.01%
+550
605
$9K 0.01%
+45
606
$9K 0.01%
+256
607
$9K 0.01%
+463
608
$8K 0.01%
+123
609
$8K 0.01%
+25
610
$8K 0.01%
+261
611
$8K 0.01%
+121
612
$8K 0.01%
+370
613
$8K 0.01%
+216
614
$8K 0.01%
+129
615
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+127
616
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+202
617
$8K 0.01%
+197
618
$8K 0.01%
+203
619
$8K 0.01%
+151
620
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+249
621
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+59
622
$8K 0.01%
+337
623
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+106
624
$8K 0.01%
+376
625
$8K 0.01%
+3