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
1201
$1K ﹤0.01%
+12
1202
$1K ﹤0.01%
+45
1203
$1K ﹤0.01%
+15
1204
$1K ﹤0.01%
+21
1205
$1K ﹤0.01%
+13
1206
$1K ﹤0.01%
+30
1207
$1K ﹤0.01%
+30
1208
$1K ﹤0.01%
+69
1209
$1K ﹤0.01%
+16
1210
$1K ﹤0.01%
+46
1211
$1K ﹤0.01%
+95
1212
$1K ﹤0.01%
+20
1213
$1K ﹤0.01%
+41
1214
$1K ﹤0.01%
+11
1215
$1K ﹤0.01%
+225
1216
$1K ﹤0.01%
+130
1217
$1K ﹤0.01%
+12
1218
$1K ﹤0.01%
+104
1219
$1K ﹤0.01%
+168
1220
$1K ﹤0.01%
+67
1221
$1K ﹤0.01%
+9
1222
$1K ﹤0.01%
+30
1223
$1K ﹤0.01%
+33
1224
$1K ﹤0.01%
+6
1225
$1K ﹤0.01%
+4