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
$459M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$22.8M
3 +$18.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$15.8M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$15.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 4.59%
3 Financials 3.61%
4 Communication Services 3.57%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
676
$0 ﹤0.01%
+62
677
$0 ﹤0.01%
+29
678
$0 ﹤0.01%
+9
679
$0 ﹤0.01%
+1,477
680
$0 ﹤0.01%
+33
681
$0 ﹤0.01%
+7
682
$0 ﹤0.01%
+23