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 8.49%
3 Industrials 5.05%
4 Consumer Discretionary 4.61%
5 Financials 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$8K 0.01%
+110
602
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+59
603
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+207
604
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+156
605
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+211
606
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+90
607
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+471
608
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+107
609
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+201
610
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+113
611
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+149
612
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613
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+230
614
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615
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+139
616
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617
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618
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619
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620
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+126
621
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622
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623
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+97
624
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+87
625
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+952