FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $506M
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%
+11
1552
$0 ﹤0.01%
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1553
$0 ﹤0.01%
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1554
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1555
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+27
1556
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1557
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1558
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+51
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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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
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1572
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1573
$0 ﹤0.01%
+6
1574
0
1575
$0 ﹤0.01%
+6