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
$3.57M
AUM Growth
-$862K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,088
New
Increased
Reduced
Closed

Top Buys

1
+$28.1K
2
+$28.1K
3
+$18.9K
4
SOXX icon
iShares Semiconductor ETF
SOXX
+$18.4K
5
OXY icon
Occidental Petroleum
OXY
+$16.6K

Top Sells

1
+$257K
2
+$115K
3
+$89.3K
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$65.2K
5
DTEC icon
ALPS Disruptive Technologies ETF
DTEC
+$64.8K

Sector Composition

1 Healthcare 8.01%
2 Financials 7.12%
3 Technology 5.89%
4 Energy 4.16%
5 Industrials 2.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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828
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829
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830
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835
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836
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837
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838
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839
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840
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842
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843
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844
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847
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849
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32 33
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35 36