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
651
$7K 0.01%
+58
652
$7K 0.01%
+107
653
$7K 0.01%
+227
654
$7K 0.01%
+678
655
$7K 0.01%
+158
656
$7K 0.01%
+175
657
$7K 0.01%
+185
658
$7K 0.01%
+120
659
$7K 0.01%
+540
660
$7K 0.01%
+52
661
$6K 0.01%
+300
662
$6K 0.01%
+2,588
663
$6K 0.01%
+261
664
$6K 0.01%
+117
665
$6K 0.01%
+454
666
$6K 0.01%
+96
667
$6K 0.01%
+224
668
$6K 0.01%
+151
669
$6K 0.01%
+417
670
$6K 0.01%
+55
671
$6K 0.01%
+279
672
$6K 0.01%
+337
673
$6K 0.01%
+120
674
$6K 0.01%
+303
675
$6K 0.01%
+38