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
$87.1M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,568
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.87%
2 Technology 8.47%
3 Industrials 5.07%
4 Consumer Discretionary 4.61%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
576
$9K 0.01%
+258
577
$9K 0.01%
+77
578
$9K 0.01%
+120
579
$9K 0.01%
+53
580
$9K 0.01%
+177
581
$9K 0.01%
+83
582
$9K 0.01%
+164
583
$9K 0.01%
+330
584
$9K 0.01%
+268
585
$9K 0.01%
+160
586
$9K 0.01%
+60
587
$9K 0.01%
+979
588
$9K 0.01%
+60
589
$8K 0.01%
+138
590
$8K 0.01%
+66
591
$8K 0.01%
+269
592
$8K 0.01%
+169
593
$8K 0.01%
+126
594
$8K 0.01%
+376
595
$8K 0.01%
+76
596
$8K 0.01%
+314
597
$8K 0.01%
+146
598
$8K 0.01%
+105
599
$8K 0.01%
+279
600
$8K 0.01%
+229