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
$459M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,080
New
Increased
Reduced
Closed

Top Buys

1 +$26.1M
2 +$22.8M
3 +$18.8M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$15.8M
5
EPS icon
WisdomTree US LargeCap Fund
EPS
+$15.5M

Top Sells

No sells this quarter

Sector Composition

1 Technology 5.69%
2 Consumer Discretionary 4.59%
3 Financials 3.61%
4 Communication Services 3.57%
5 Healthcare 3.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$65.7K 0.01%
+701
177
$65.6K 0.01%
+591
178
$64.9K 0.01%
+794
179
$64K 0.01%
+3,033
180
$62.9K 0.01%
+120
181
$60.7K 0.01%
+2,210
182
$59.3K 0.01%
+283
183
$58.8K 0.01%
+2,665
184
$58.7K 0.01%
+1,347
185
$57.9K 0.01%
+300
186
$57.5K 0.01%
+4,567
187
$57.4K 0.01%
+612
188
$55.3K 0.01%
+478
189
$55.1K 0.01%
+963
190
$53.7K 0.01%
+2,338
191
$51.7K 0.01%
+440
192
$49.7K 0.01%
+375
193
$49.6K 0.01%
+301
194
$49K 0.01%
+397
195
$48.6K 0.01%
+193
196
$48.5K 0.01%
+260
197
$48.2K 0.01%
+4,750
198
$48K 0.01%
+416
199
$47.9K 0.01%
+2,833
200
$47.4K 0.01%
+157