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
201
$44.5K 0.01%
+2,071
202
$44K 0.01%
+471
203
$43.8K 0.01%
+945
204
$43.7K 0.01%
+1,000
205
$43.6K 0.01%
+512
206
$42.9K 0.01%
+584
207
$42.8K 0.01%
+346
208
$42.8K 0.01%
+930
209
$41.6K 0.01%
+1,223
210
$41.1K 0.01%
+319
211
$41.1K 0.01%
+344
212
$41K 0.01%
+173
213
$40.9K 0.01%
+764
214
$40.5K 0.01%
+1,783
215
$40.5K 0.01%
+293
216
$40.4K 0.01%
+295
217
$40.3K 0.01%
+204
218
$39.7K 0.01%
+400
219
$39.6K 0.01%
+48
220
$39.4K 0.01%
+715
221
$39.1K 0.01%
+253
222
$38.7K 0.01%
+757
223
$38.5K 0.01%
+767
224
$38.4K 0.01%
+186
225
$38K 0.01%
+249