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
1251
$1K ﹤0.01%
+21
1252
$1K ﹤0.01%
+11
1253
$1K ﹤0.01%
+5
1254
$1K ﹤0.01%
+30
1255
$1K ﹤0.01%
+9
1256
$1K ﹤0.01%
+12
1257
$1K ﹤0.01%
+71
1258
$1K ﹤0.01%
+64
1259
$1K ﹤0.01%
+28
1260
$1K ﹤0.01%
+57
1261
$1K ﹤0.01%
+104
1262
$1K ﹤0.01%
+14
1263
$1K ﹤0.01%
+30
1264
$1K ﹤0.01%
+8
1265
$1K ﹤0.01%
+15
1266
$1K ﹤0.01%
+38
1267
$1K ﹤0.01%
+20
1268
$1K ﹤0.01%
+51
1269
$1K ﹤0.01%
+6
1270
$1K ﹤0.01%
+8
1271
$1K ﹤0.01%
+27
1272
$1K ﹤0.01%
+18
1273
$1K ﹤0.01%
+25
1274
$1K ﹤0.01%
+139
1275
$1K ﹤0.01%
+11