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
1526
$0 ﹤0.01%
+7
1527
$0 ﹤0.01%
+4
1528
$0 ﹤0.01%
+19
1529
$0 ﹤0.01%
+5
1530
$0 ﹤0.01%
+10
1531
$0 ﹤0.01%
+6
1532
$0 ﹤0.01%
+17
1533
$0 ﹤0.01%
+9
1534
$0 ﹤0.01%
+67
1535
$0 ﹤0.01%
+12
1536
$0 ﹤0.01%
+4
1537
$0 ﹤0.01%
+7
1538
$0 ﹤0.01%
+1
1539
$0 ﹤0.01%
+12
1540
$0 ﹤0.01%
+13
1541
$0 ﹤0.01%
+13
1542
$0 ﹤0.01%
+2
1543
$0 ﹤0.01%
+1
1544
$0 ﹤0.01%
+6
1545
0
1546
$0 ﹤0.01%
+6
1547
$0 ﹤0.01%
+2
1548
$0 ﹤0.01%
+14
1549
$0 ﹤0.01%
+5
1550
$0 ﹤0.01%
+11