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
1326
0
1327
$0 ﹤0.01%
+1
1328
$0 ﹤0.01%
+5
1329
$0 ﹤0.01%
+3
1330
$0 ﹤0.01%
+9
1331
$0 ﹤0.01%
+20
1332
$0 ﹤0.01%
+30
1333
$0 ﹤0.01%
+31
1334
$0 ﹤0.01%
+194
1335
$0 ﹤0.01%
+58
1336
$0 ﹤0.01%
+17
1337
$0 ﹤0.01%
+9
1338
$0 ﹤0.01%
+22
1339
$0 ﹤0.01%
+5
1340
$0 ﹤0.01%
+14
1341
$0 ﹤0.01%
+9
1342
$0 ﹤0.01%
+9
1343
$0 ﹤0.01%
+50
1344
$0 ﹤0.01%
+7
1345
$0 ﹤0.01%
+19
1346
$0 ﹤0.01%
+6
1347
0
1348
$0 ﹤0.01%
+6
1349
$0 ﹤0.01%
+7
1350
$0 ﹤0.01%
+8