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
1501
$0 ﹤0.01%
+9
1502
$0 ﹤0.01%
+13
1503
$0 ﹤0.01%
+5
1504
$0 ﹤0.01%
+6
1505
$0 ﹤0.01%
+6
1506
$0 ﹤0.01%
+20
1507
$0 ﹤0.01%
+6
1508
$0 ﹤0.01%
+6
1509
$0 ﹤0.01%
+19
1510
$0 ﹤0.01%
+33
1511
$0 ﹤0.01%
+31
1512
$0 ﹤0.01%
+23
1513
$0 ﹤0.01%
+15
1514
$0 ﹤0.01%
+117
1515
$0 ﹤0.01%
+3
1516
$0 ﹤0.01%
+3
1517
$0 ﹤0.01%
+4
1518
$0 ﹤0.01%
+19
1519
$0 ﹤0.01%
+1
1520
$0 ﹤0.01%
+10
1521
$0 ﹤0.01%
+5
1522
$0 ﹤0.01%
+7
1523
$0 ﹤0.01%
+5
1524
$0 ﹤0.01%
+22
1525
$0 ﹤0.01%
+6