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
1551
$0 ﹤0.01%
+16
1552
$0 ﹤0.01%
+24
1553
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1554
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1555
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1556
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1557
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1558
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1559
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1560
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1561
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1562
0
1563
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1564
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1565
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1566
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1567
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1568
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1569
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1570
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1571
0
1572
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1573
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1574
$0 ﹤0.01%
+6
1575
$0 ﹤0.01%
+1