FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $520M
This Fund
S&P 500
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%
+20
1252
$1K ﹤0.01%
+51
1253
$1K ﹤0.01%
+27
1254
$1K ﹤0.01%
+18
1255
$1K ﹤0.01%
+11
1256
$1K ﹤0.01%
+12
1257
$1K ﹤0.01%
+18
1258
$1K ﹤0.01%
+41
1259
$1K ﹤0.01%
+104
1260
$1K ﹤0.01%
+30
1261
$1K ﹤0.01%
+68
1262
$1K ﹤0.01%
+28
1263
$1K ﹤0.01%
+16
1264
$1K ﹤0.01%
+22
1265
$1K ﹤0.01%
+24
1266
$1K ﹤0.01%
+24
1267
$1K ﹤0.01%
+12
1268
$1K ﹤0.01%
+127
1269
$1K ﹤0.01%
+9
1270
$1K ﹤0.01%
+37
1271
$1K ﹤0.01%
+26
1272
$1K ﹤0.01%
+8
1273
$1K ﹤0.01%
+27
1274
$1K ﹤0.01%
+45
1275
$1K ﹤0.01%
+41