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
$97.7M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,600
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.84%
2 Technology 8.15%
3 Industrials 4.97%
4 Financials 4.69%
5 Consumer Discretionary 4.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1551
$0 ﹤0.01%
+76
1552
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+41
1553
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1554
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1555
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1556
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1557
0
1558
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1559
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1560
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1561
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1562
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1563
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1565
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1566
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1568
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1569
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1570
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1571
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1572
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1573
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1574
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+2
1575
$0 ﹤0.01%
+25