FGC

Financial Gravity Companies Portfolio holdings

AUM $509M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$374M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.75%
2 Technology 3.74%
3 Communication Services 3.47%
4 Consumer Staples 3.32%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$0 ﹤0.01%
+62
477
$0 ﹤0.01%
+29
478
$0 ﹤0.01%
+9
479
$0 ﹤0.01%
+1,477
480
$0 ﹤0.01%
+7
481
$0 ﹤0.01%
+240
482
$0 ﹤0.01%
+24