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
601
$8K 0.01%
+166
602
$7K 0.01%
+417
603
$7K 0.01%
+365
604
$7K 0.01%
+176
605
$7K 0.01%
+123
606
$7K 0.01%
+121
607
$7K 0.01%
+364
608
$7K 0.01%
+374
609
$7K 0.01%
+57
610
$7K 0.01%
+111
611
$7K 0.01%
+27
612
$7K 0.01%
+69
613
$7K 0.01%
+41
614
$7K 0.01%
+113
615
$7K 0.01%
+169
616
$7K 0.01%
+600
617
$7K 0.01%
+160
618
$7K 0.01%
+200
619
$7K 0.01%
+210
620
$7K 0.01%
+511
621
$7K 0.01%
+124
622
$7K 0.01%
+107
623
$7K 0.01%
+9
624
$7K 0.01%
+385
625
$7K 0.01%
+11