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
626
$6K ﹤0.01%
+121
627
$6K ﹤0.01%
+1,353
628
$6K ﹤0.01%
+35
629
$6K ﹤0.01%
+210
630
$6K ﹤0.01%
+166
631
$6K ﹤0.01%
+232
632
$6K ﹤0.01%
+132
633
$6K ﹤0.01%
+384
634
$6K ﹤0.01%
+116
635
$6K ﹤0.01%
+108
636
$6K ﹤0.01%
+216
637
$6K ﹤0.01%
+140
638
$6K ﹤0.01%
+213
639
$6K ﹤0.01%
+193
640
$6K ﹤0.01%
+385
641
$6K ﹤0.01%
+97
642
$6K ﹤0.01%
+50
643
$6K ﹤0.01%
+89
644
$6K ﹤0.01%
+52
645
$6K ﹤0.01%
+41
646
$6K ﹤0.01%
+90
647
$6K ﹤0.01%
+148
648
$6K ﹤0.01%
+59
649
$6K ﹤0.01%
+1,200
650
$6K ﹤0.01%
+75