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
676
$6K 0.01%
+177
677
$6K 0.01%
+111
678
$6K 0.01%
+136
679
$6K 0.01%
+264
680
$6K 0.01%
+90
681
$6K 0.01%
+183
682
$6K 0.01%
+283
683
$6K 0.01%
+109
684
$6K 0.01%
+173
685
$6K 0.01%
+140
686
$6K 0.01%
+46
687
$6K 0.01%
+552
688
$6K 0.01%
+96
689
$6K 0.01%
+38
690
$6K 0.01%
+157
691
$6K 0.01%
+234
692
$6K 0.01%
+24
693
$6K 0.01%
+106
694
$6K 0.01%
+311
695
$6K 0.01%
+380
696
$6K 0.01%
+96
697
$6K 0.01%
+87
698
$5K 0.01%
+69
699
$5K 0.01%
+107
700
$5K 0.01%
+362