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
$97.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,600
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.84%
2 Technology 8.15%
3 Industrials 4.97%
4 Financials 4.69%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1401
$0 ﹤0.01%
+29
1402
$0 ﹤0.01%
+6
1403
$0 ﹤0.01%
+1
1404
$0 ﹤0.01%
+132
1405
0
1406
$0 ﹤0.01%
+3
1407
$0 ﹤0.01%
+2
1408
$0 ﹤0.01%
+39
1409
$0 ﹤0.01%
+11
1410
$0 ﹤0.01%
+1
1411
$0 ﹤0.01%
+24
1412
$0 ﹤0.01%
+5
1413
$0 ﹤0.01%
+3
1414
$0 ﹤0.01%
+15
1415
$0 ﹤0.01%
+7
1416
0
1417
$0 ﹤0.01%
+3
1418
$0 ﹤0.01%
+11
1419
$0 ﹤0.01%
+84
1420
$0 ﹤0.01%
+1
1421
$0 ﹤0.01%
+17
1422
$0 ﹤0.01%
+17
1423
0
1424
$0 ﹤0.01%
+9
1425
$0 ﹤0.01%
+26