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
651
$7K 0.01%
+76
652
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+46
653
$7K 0.01%
+173
654
$7K 0.01%
+87
655
$6K 0.01%
+173
656
$6K 0.01%
+140
657
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+46
658
$6K 0.01%
+552
659
$6K 0.01%
+96
660
$6K 0.01%
+38
661
$6K 0.01%
+157
662
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+234
663
$6K 0.01%
+357
664
$6K 0.01%
+145
665
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+151
666
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+179
667
$6K 0.01%
+950
668
$6K 0.01%
+158
669
$6K 0.01%
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670
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+173
671
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672
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+988
673
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674
$6K 0.01%
+1,368
675
$6K 0.01%
+75