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
1226
$1K ﹤0.01%
+9
1227
$1K ﹤0.01%
+10
1228
$1K ﹤0.01%
+15
1229
$1K ﹤0.01%
+29
1230
$1K ﹤0.01%
+46
1231
$1K ﹤0.01%
+164
1232
$1K ﹤0.01%
+49
1233
$1K ﹤0.01%
+37
1234
$1K ﹤0.01%
+152
1235
$1K ﹤0.01%
+174
1236
$1K ﹤0.01%
+40
1237
$1K ﹤0.01%
+11
1238
$1K ﹤0.01%
+7
1239
$1K ﹤0.01%
+19
1240
$1K ﹤0.01%
+25
1241
$1K ﹤0.01%
+12
1242
$1K ﹤0.01%
+57
1243
$1K ﹤0.01%
+18
1244
$1K ﹤0.01%
+25
1245
$1K ﹤0.01%
+451
1246
$1K ﹤0.01%
+13
1247
$1K ﹤0.01%
+7
1248
$1K ﹤0.01%
+31
1249
$1K ﹤0.01%
+9
1250
$1K ﹤0.01%
+12