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
$159M
AUM Growth
+$2.61M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1
+$5.13M
2
+$849K
3
+$209K
4
RNG icon
RingCentral
RNG
+$97.9K
5
PLAN
Anaplan, Inc.
PLAN
+$84.1K

Top Sells

No sells this quarter

Sector Composition

1 Technology 86.85%
2 Consumer Discretionary 13.15%
3 Communication Services 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$271K 0.1%
1,000
27
– –
0
28
– –
0
29
– –
0
30
– –
0
1
2