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
676
$5K ﹤0.01%
+84
677
$5K ﹤0.01%
+44
678
$5K ﹤0.01%
+38
679
$5K ﹤0.01%
+29
680
$5K ﹤0.01%
+84
681
$5K ﹤0.01%
+157
682
$5K ﹤0.01%
+84
683
$5K ﹤0.01%
+116
684
$5K ﹤0.01%
+92
685
$5K ﹤0.01%
+76
686
$5K ﹤0.01%
+110
687
$5K ﹤0.01%
+95
688
$5K ﹤0.01%
+129
689
$5K ﹤0.01%
+97
690
$5K ﹤0.01%
+42
691
$5K ﹤0.01%
+605
692
$5K ﹤0.01%
+300
693
$5K ﹤0.01%
+102
694
$5K ﹤0.01%
+43
695
$5K ﹤0.01%
+108
696
$5K ﹤0.01%
+88
697
$5K ﹤0.01%
+73
698
$5K ﹤0.01%
+89
699
$5K ﹤0.01%
+74
700
$5K ﹤0.01%
+36