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
651
$7K 0.01%
+193
652
$7K 0.01%
+324
653
$7K 0.01%
+52
654
$6K 0.01%
+176
655
$6K 0.01%
+49
656
$6K 0.01%
+125
657
$6K 0.01%
+43
658
$6K 0.01%
+290
659
$6K 0.01%
+157
660
$6K 0.01%
+349
661
$6K 0.01%
+531
662
$6K 0.01%
+306
663
$6K 0.01%
+80
664
$6K 0.01%
+759
665
$6K 0.01%
+99
666
$6K 0.01%
+341
667
$6K 0.01%
+258
668
$6K 0.01%
+362
669
$6K 0.01%
+147
670
$6K 0.01%
+402
671
$6K 0.01%
+406
672
$6K 0.01%
+168
673
$6K 0.01%
+92
674
$6K 0.01%
+244
675
$6K 0.01%
+172