FGAM
Financial Gravity Asset Management Portfolio holdings
AUM
$459M
This Quarter Return
+4.67%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$746M
AUM Growth
+$746M
(-92%)
Cap. Flow
-$6.54B
Cap. Flow
% of AUM
-877.72%
Top 10 Holdings %
Top 10 Hldgs %
39.45%
Holding
2,191
New
697
Increased
573
Reduced
579
Closed
165
Top Buys
| 1 |
Novartis
NVS
|
$3.58M |
| 2 |
Arm
ARM
|
$2.64M |
| 3 |
TSMC
TSM
|
$1.8M |
| 4 |
AstraZeneca
AZN
|
$1.69M |
| 5 |
Unilever
UL
|
$1.67M |
Top Sells
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 |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
1751
Fidelity National Financial
FNF
$16.2B
| – | – |
-12
| Closed | -$533 |
|