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
1601
$0 ﹤0.01%
+9
1602
$0 ﹤0.01%
+5
1603
$0 ﹤0.01%
+9
1604
$0 ﹤0.01%
+25
1605
$0 ﹤0.01%
+27
1606
$0 ﹤0.01%
+2
1607
$0 ﹤0.01%
+11
1608
$0 ﹤0.01%
+13
1609
$0 ﹤0.01%
+1
1610
$0 ﹤0.01%
+12
1611
$0 ﹤0.01%
+13
1612
$0 ﹤0.01%
+4
1613
$0 ﹤0.01%
+4
1614
$0 ﹤0.01%
+1
1615
$0 ﹤0.01%
+3
1616
$0 ﹤0.01%
+10
1617
$0 ﹤0.01%
+4
1618
$0 ﹤0.01%
+4
1619
$0 ﹤0.01%
+16
1620
$0 ﹤0.01%
+10
1621
$0 ﹤0.01%
+8
1622
$0 ﹤0.01%
+13
1623
$0 ﹤0.01%
+23
1624
$0 ﹤0.01%
+10
1625
$0 ﹤0.01%
+5