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
1401
$0 ﹤0.01%
+4
1402
$0 ﹤0.01%
+1
1403
$0 ﹤0.01%
+1
1404
$0 ﹤0.01%
+10
1405
$0 ﹤0.01%
+5
1406
$0 ﹤0.01%
+7
1407
$0 ﹤0.01%
+1
1408
$0 ﹤0.01%
+19
1409
$0 ﹤0.01%
+6
1410
$0 ﹤0.01%
+4
1411
$0 ﹤0.01%
+50
1412
$0 ﹤0.01%
+14
1413
$0 ﹤0.01%
+7
1414
$0 ﹤0.01%
+7
1415
$0 ﹤0.01%
+7
1416
$0 ﹤0.01%
+6
1417
$0 ﹤0.01%
+12
1418
$0 ﹤0.01%
+1
1419
$0 ﹤0.01%
+14
1420
$0 ﹤0.01%
+16
1421
$0 ﹤0.01%
+20
1422
$0 ﹤0.01%
+12
1423
$0 ﹤0.01%
+1
1424
$0 ﹤0.01%
+1
1425
$0 ﹤0.01%
+239