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
676
$6K 0.01%
+173
677
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+500
678
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+41
679
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+63
680
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+65
681
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+155
682
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+252
683
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+80
684
$6K 0.01%
+177
685
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+111
686
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+136
687
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+264
688
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+90
689
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690
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+283
691
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+109
692
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693
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694
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695
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+380
696
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697
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698
$5K 0.01%
+601
699
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+64
700
$5K 0.01%
+49