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
626
$7K 0.01%
+247
627
$7K 0.01%
+491
628
$7K 0.01%
+124
629
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+85
630
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+341
631
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+141
632
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+115
633
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+344
634
$7K 0.01%
+771
635
$7K 0.01%
+352
636
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+129
637
$7K 0.01%
+2,044
638
$7K 0.01%
+24
639
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+238
640
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+45
641
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+57
642
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+48
643
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+114
644
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+222
645
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+147
646
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+285
647
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648
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+234
649
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+69
650
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+261