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
1626
$0 ﹤0.01%
+20
1627
$0 ﹤0.01%
+6
1628
$0 ﹤0.01%
+10
1629
$0 ﹤0.01%
+20
1630
$0 ﹤0.01%
+1
1631
$0 ﹤0.01%
+12
1632
$0 ﹤0.01%
+10
1633
$0 ﹤0.01%
+1
1634
$0 ﹤0.01%
+2
1635
0
1636
$0 ﹤0.01%
+24
1637
$0 ﹤0.01%
+5
1638
$0 ﹤0.01%
+17
1639
$0 ﹤0.01%
+20
1640
$0 ﹤0.01%
+26
1641
$0 ﹤0.01%
+4
1642
$0 ﹤0.01%
+4
1643
$0 ﹤0.01%
+6
1644
$0 ﹤0.01%
+8
1645
$0 ﹤0.01%
+14
1646
$0 ﹤0.01%
+4
1647
$0 ﹤0.01%
+14
1648
$0 ﹤0.01%
+11
1649
$0 ﹤0.01%
+8
1650
$0 ﹤0.01%
+4