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
$116M
AUM Growth
-$5.69M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,805
New
Increased
Reduced
Closed

Sector Composition

1 Healthcare 5.09%
2 Technology 4.16%
3 Financials 2.73%
4 Materials 2.53%
5 Industrials 2.47%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1776
$0 ﹤0.01%
3
1777
$0 ﹤0.01%
1
-77
1778
$0 ﹤0.01%
15
+2
1779
$0 ﹤0.01%
6
1780
$0 ﹤0.01%
5
1781
$0 ﹤0.01%
18
+3
1782
$0 ﹤0.01%
+15
1783
$0 ﹤0.01%
2