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
$116M
AUM Growth
-$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,805
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.09%
2 Technology 4.16%
3 Financials 2.73%
4 Materials 2.53%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
626
$8K 0.01%
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+14
629
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47
633
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195
-1,445
634
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252
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635
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43
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636
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637
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99
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640
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649
$6K 0.01%
700
650
$6K 0.01%
200