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
1476
$0 ﹤0.01%
+14
1477
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1478
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1479
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1480
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1481
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1482
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1483
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1484
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1485
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1486
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1487
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1489
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1490
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1491
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1492
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1493
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1495
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1496
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1497
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1498
$0 ﹤0.01%
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1499
$0 ﹤0.01%
+4
1500
$0 ﹤0.01%
+7