FGIM

First Growth Investment Manager Portfolio holdings

AUM $58M
1-Year Est. Return 30.53%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+30.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$130M
AUM Growth
-$5.83M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$6M
2 +$407K
3 +$347K
4
ZM icon
Zoom
ZM
+$294K
5
HUBS icon
HubSpot
HUBS
+$242K

Top Sells

1 +$62.4K
2 +$18.7K
3 +$15.8K
4
TEAM icon
Atlassian
TEAM
+$11.6K
5
FIVN icon
FIVE9
FIVN
+$8.54K

Sector Composition

1 Technology 89.61%
2 Consumer Discretionary 10.39%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
0