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
$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
1576
$0 ﹤0.01%
+20
1577
$0 ﹤0.01%
+1
1578
$0 ﹤0.01%
+13
1579
$0 ﹤0.01%
+3
1580
$0 ﹤0.01%
+23
1581
0
1582
$0 ﹤0.01%
+1
1583
$0 ﹤0.01%
+1
1584
$0 ﹤0.01%
+2
1585
$0 ﹤0.01%
+6
1586
$0 ﹤0.01%
+5
1587
$0 ﹤0.01%
+2
1588
$0 ﹤0.01%
+6
1589
$0 ﹤0.01%
+81