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
626
$7K 0.01%
+463
627
$7K 0.01%
+99
628
$7K 0.01%
+130
629
$7K 0.01%
+73
630
$7K 0.01%
+161
631
$7K 0.01%
+108
632
$7K 0.01%
+154
633
$7K 0.01%
+83
634
$7K 0.01%
+125
635
$7K 0.01%
+108
636
$7K 0.01%
+187
637
$7K 0.01%
+82
638
$7K 0.01%
+135
639
$7K 0.01%
+252
640
$7K 0.01%
+104
641
$7K 0.01%
+204
642
$7K 0.01%
+161
643
$7K 0.01%
+140
644
$7K 0.01%
+135
645
$7K 0.01%
+204
646
$7K 0.01%
+53
647
$7K 0.01%
+227
648
$7K 0.01%
+99
649
$7K 0.01%
+214
650
$7K 0.01%
+501