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
$110M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,628
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 9.89%
2 Technology 7.85%
3 Industrials 5.1%
4 Financials 4.38%
5 Communication Services 3.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
601
$10K 0.01%
+178
602
$10K 0.01%
+114
603
$10K 0.01%
+353
604
$10K 0.01%
+354
605
$9K 0.01%
+182
606
$9K 0.01%
+20
607
$9K 0.01%
+88
608
$9K 0.01%
+256
609
$9K 0.01%
+266
610
$9K 0.01%
+147
611
$9K 0.01%
+505
612
$9K 0.01%
+56
613
$9K 0.01%
+273
614
$9K 0.01%
+287
615
$9K 0.01%
+150
616
$9K 0.01%
+82
617
$9K 0.01%
+165
618
$9K 0.01%
+310
619
$9K 0.01%
+497
620
$9K 0.01%
+314
621
$8K 0.01%
+109
622
$8K 0.01%
+249
623
$8K 0.01%
+192
624
$8K 0.01%
+214
625
$8K 0.01%
+216