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
726
$4K ﹤0.01%
+133
727
$4K ﹤0.01%
+118
728
$4K ﹤0.01%
+173
729
$4K ﹤0.01%
+78
730
$4K ﹤0.01%
+36
731
$4K ﹤0.01%
+173
732
$4K ﹤0.01%
+97
733
$4K ﹤0.01%
+42
734
$4K ﹤0.01%
+50
735
$4K ﹤0.01%
+51
736
$4K ﹤0.01%
+22
737
$4K ﹤0.01%
+55
738
$4K ﹤0.01%
+132
739
$4K ﹤0.01%
+27
740
$4K ﹤0.01%
+14
741
$4K ﹤0.01%
+75
742
$4K ﹤0.01%
+58
743
$4K ﹤0.01%
+47
744
$4K ﹤0.01%
+47
745
$4K ﹤0.01%
+62
746
$4K ﹤0.01%
+56
747
$4K ﹤0.01%
+68
748
$4K ﹤0.01%
+262
749
$4K ﹤0.01%
+51
750
$4K ﹤0.01%
+175