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
651
$7K 0.01%
+234
652
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+76
653
$7K 0.01%
+46
654
$7K 0.01%
+173
655
$6K 0.01%
+357
656
$6K 0.01%
+145
657
$6K 0.01%
+151
658
$6K 0.01%
+179
659
$6K 0.01%
+950
660
$6K 0.01%
+158
661
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+65
662
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+173
663
$6K 0.01%
+177
664
$6K 0.01%
+988
665
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+28
666
$6K 0.01%
+1,368
667
$6K 0.01%
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668
$6K 0.01%
+173
669
$6K 0.01%
+500
670
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671
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672
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673
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+155
674
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+252
675
$6K 0.01%
+80