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
1551
$0 ﹤0.01%
+36
1552
$0 ﹤0.01%
+2
1553
$0 ﹤0.01%
+1
1554
$0 ﹤0.01%
+8
1555
$0 ﹤0.01%
+14
1556
$0 ﹤0.01%
+6
1557
$0 ﹤0.01%
+73
1558
$0 ﹤0.01%
+7
1559
$0 ﹤0.01%
+16
1560
$0 ﹤0.01%
+30
1561
$0 ﹤0.01%
+4