FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $520M
This Fund
S&P 500
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
676
$6K 0.01%
+51
677
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+120
678
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+35
679
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+1,013
680
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+61
681
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+96
682
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+39
683
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+62
684
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+61
685
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+49
686
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+125
687
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+43
688
$6K 0.01%
+290
689
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+157
690
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+176
691
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+531
692
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693
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694
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695
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+933
696
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697
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698
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+88
699
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+685
700
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+138