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
$746M
AUM Growth
-$8.69B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,191
New
Increased
Reduced
Closed

Top Buys

1 +$3.58M
2 +$2.64M
3 +$1.8M
4
AZN icon
AstraZeneca
AZN
+$1.69M
5
UL icon
Unilever
UL
+$1.67M

Sector Composition

1 Technology 6.02%
2 Consumer Discretionary 4.7%
3 Healthcare 3.78%
4 Communication Services 3.65%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1751
-1,456