FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $506M
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%
+20
1527
$0 ﹤0.01%
+7
1528
$0 ﹤0.01%
+23
1529
$0 ﹤0.01%
+10
1530
$0 ﹤0.01%
+1
1531
$0 ﹤0.01%
+2
1532
0
1533
$0 ﹤0.01%
+24
1534
$0 ﹤0.01%
+5
1535
$0 ﹤0.01%
+17
1536
$0 ﹤0.01%
+20
1537
$0 ﹤0.01%
+26
1538
$0 ﹤0.01%
+13
1539
$0 ﹤0.01%
+6
1540
$0 ﹤0.01%
+31
1541
$0 ﹤0.01%
+7
1542
$0 ﹤0.01%
+8
1543
$0 ﹤0.01%
+10
1544
$0 ﹤0.01%
+9
1545
$0 ﹤0.01%
+9
1546
$0 ﹤0.01%
+22
1547
$0 ﹤0.01%
+7
1548
$0 ﹤0.01%
+19
1549
$0 ﹤0.01%
+8
1550
$0 ﹤0.01%
+6