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
$374M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
702
New
Increased
Reduced
Closed

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 3.75%
2 Technology 3.74%
3 Communication Services 3.47%
4 Consumer Staples 3.32%
5 Healthcare 3.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$34.6K 0.01%
+606
152
$34.4K 0.01%
+121
153
$33.5K 0.01%
+6,425
154
$33.4K 0.01%
+764
155
$33.3K 0.01%
+135
156
$32.9K 0.01%
+900
157
$32.7K 0.01%
+600
158
$32K 0.01%
+191
159
$31.4K 0.01%
+320
160
$31.1K 0.01%
+260
161
$30.9K 0.01%
+616
162
$30.5K 0.01%
+303
163
$29.6K 0.01%
+373
164
$29.4K 0.01%
+229
165
$29.3K 0.01%
+332
166
$29K 0.01%
+565
167
$28.8K 0.01%
+146
168
$28.5K 0.01%
+626
169
$28.4K 0.01%
+512
170
$28.1K 0.01%
+240
171
$27.6K 0.01%
+457
172
$27.6K 0.01%
+391
173
$27.6K 0.01%
+1,091
174
$27.3K 0.01%
+300
175
$27.1K 0.01%
+282