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
1426
$0 ﹤0.01%
+8
1427
$0 ﹤0.01%
+6
1428
$0 ﹤0.01%
+9
1429
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1430
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+1
1431
0
1432
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1433
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+5
1434
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1435
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+25
1436
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1437
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1438
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1439
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+4
1440
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1441
$0 ﹤0.01%
+1
1442
$0 ﹤0.01%
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1443
$0 ﹤0.01%
+38
1444
$0 ﹤0.01%
+1
1445
$0 ﹤0.01%
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1446
$0 ﹤0.01%
+24
1447
$0 ﹤0.01%
+4
1448
$0 ﹤0.01%
+1
1449
$0 ﹤0.01%
+18
1450
$0 ﹤0.01%
+26