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
601
$8K 0.01%
+596
602
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+121
603
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+118
604
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+241
605
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+52
606
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+110
607
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+59
608
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+207
609
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+156
610
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+211
611
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+90
612
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+471
613
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+107
614
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615
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+113
616
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+149
617
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+253
618
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+230
619
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620
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+139
621
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622
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+366
623
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+463
624
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+99
625
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+130