FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $506M
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 ﹤0.01%
+17
1327
$0 ﹤0.01%
+9
1328
$0 ﹤0.01%
+22
1329
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1330
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+7
1331
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1332
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+10
1333
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1334
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1335
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1336
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1337
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1338
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+97
1339
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+31
1340
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1341
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1342
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1343
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1344
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1345
0
1346
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1347
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1348
$0 ﹤0.01%
+1
1349
$0 ﹤0.01%
+4
1350
$0 ﹤0.01%
+2