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FGAM

Financial Gravity Asset Management Portfolio holdings

AUM $562M
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$109M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
843
New
Increased
Reduced
Closed

Top Buys

1
+$7.08M
2
+$5.96M
3
+$5.12M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$4.27M
5
HYDW icon
Xtrackers Low Beta High Yield Bond ETF
HYDW
+$4.26M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Discretionary 6.65%
2 Communication Services 4.83%
3 Technology 3.79%
4 Materials 3.54%
5 Consumer Staples 2.54%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$1K ﹤0.01%
+15
377
$1K ﹤0.01%
+24
378
$1K ﹤0.01%
+15
379
$1K ﹤0.01%
+33
380
$1K ﹤0.01%
+5
381
$1K ﹤0.01%
+7
382
$1K ﹤0.01%
+19
383
$1K ﹤0.01%
+51
384
$1K ﹤0.01%
+10
385
$1K ﹤0.01%
+5
386
$1K ﹤0.01%
+48
387
$1K ﹤0.01%
+43
388
$1K ﹤0.01%
+32
389
$1K ﹤0.01%
+49
390
$1K ﹤0.01%
+6
391
$1K ﹤0.01%
+23
392
$1K ﹤0.01%
+20
393
$1K ﹤0.01%
+38
394
$1K ﹤0.01%
+28
395
$1K ﹤0.01%
+19
396
$1K ﹤0.01%
+12
397
$1K ﹤0.01%
+18
398
$1K ﹤0.01%
+210
399
$1K ﹤0.01%
+7
400
$1K ﹤0.01%
+5
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16
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