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
1651
$0 ﹤0.01%
+109
1652
$0 ﹤0.01%
+46
1653
$0 ﹤0.01%
+10
1654
$0 ﹤0.01%
+8
1655
$0 ﹤0.01%
+2
1656
$0 ﹤0.01%
+8
1657
$0 ﹤0.01%
+5
1658
$0 ﹤0.01%
+3
1659
$0 ﹤0.01%
+12
1660
$0 ﹤0.01%
+4
1661
0
1662
$0 ﹤0.01%
+10
1663
$0 ﹤0.01%
+4
1664
$0 ﹤0.01%
+2
1665
$0 ﹤0.01%
+10
1666
$0 ﹤0.01%
+97