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
176
$26.2K 0.01%
+313
177
$26.1K 0.01%
+280
178
$25.6K 0.01%
+174
179
$25.2K 0.01%
+200
180
$24.9K 0.01%
+328
181
$24.6K 0.01%
+1,000
182
$24.3K 0.01%
+864
183
$24.1K 0.01%
+879
184
$23.9K 0.01%
+144
185
$23.3K 0.01%
+288
186
$23.2K 0.01%
+510
187
$23K 0.01%
+781
188
$22.8K 0.01%
+200
189
$21.5K 0.01%
+800
190
$20.9K 0.01%
+206
191
$20.8K 0.01%
+80
192
$20.8K 0.01%
+807
193
$20K 0.01%
+211
194
$19.9K 0.01%
+476
195
$19.7K 0.01%
+220
196
$19K 0.01%
+95
197
$18.5K 0.01%
+1,500
198
$18.2K ﹤0.01%
+101
199
$18.1K ﹤0.01%
+360
200
$18K ﹤0.01%
+443