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
1626
$0 ﹤0.01%
+10
1627
$0 ﹤0.01%
+10
1628
$0 ﹤0.01%
+1
1629
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1630
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+38
1631
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1632
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+6
1633
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+4
1634
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1635
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1636
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1637
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+3
1638
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+26
1639
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1640
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+14
1641
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1642
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1643
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1644
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1645
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1646
$0 ﹤0.01%
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1647
$0 ﹤0.01%
+1
1648
$0 ﹤0.01%
+4
1649
$0 ﹤0.01%
+5
1650
$0 ﹤0.01%
+10