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
626
$7K 0.01%
+73
627
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+161
628
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+108
629
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+154
630
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+83
631
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+125
632
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+227
633
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+97
634
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+952
635
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+108
636
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+187
637
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638
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+135
639
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640
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641
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642
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643
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644
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645
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646
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647
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648
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649
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+501
650
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+234