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
$156M
AUM Growth
+$26M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$6.43M
2
+$3.74M
3
+$734K
4
AVLR
Avalara, Inc.
AVLR
+$558K
5
RNG icon
RingCentral
RNG
+$414K

Top Sells

1
+$5.96M

Sector Composition

1 Technology 90.24%
2 Consumer Discretionary 9.76%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-188,596
27
– –
0
28
– –
0
29
– –
0
30
– –
0
1
2