FGIM

First Growth Investment Manager Portfolio holdings

AUM $58M
1-Year Est. Return 29.68%
This Quarter Est. Return
1 Year Est. Return
+29.68%
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 +$5.96M
2 +$308K
3 +$300K
4
ZM icon
Zoom
ZM
+$257K
5
HUBS icon
HubSpot
HUBS
+$250K

Top Sells

1 +$54.2K
2 +$17K
3 +$12.7K
4
TEAM icon
Atlassian
TEAM
+$10.5K
5
FIVN icon
FIVE9
FIVN
+$7.82K

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