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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
$122M
AUM Growth
-$1.77M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,911
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.4M
3
+$1.37M
4
LGLV icon
State Street SPDR US Large Cap Low Volatility Index ETF
LGLV
+$1.23M
5
JNK icon
State Street SPDR Bloomberg High Yield Bond ETF
JNK
+$1.03M

Top Sells

1
+$1.75M
2
+$896K
3
+$766K
4
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$680K
5
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$649K

Sector Composition

1 Healthcare 6.64%
2 Technology 5.19%
3 Financials 3.43%
4 Industrials 2.99%
5 Consumer Discretionary 2.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$26K 0.02%
557
+149
427
$26K 0.02%
503
-386
428
$26K 0.02%
298
-85
429
$26K 0.02%
1,202
+1,201
430
$25K 0.02%
270
+72
431
$25K 0.02%
1,239
-904
432
$25K 0.02%
+595
433
$25K 0.02%
458
-18
434
$25K 0.02%
385
435
$25K 0.02%
905
-786
436
$25K 0.02%
78
+3
437
$25K 0.02%
796
-620
438
$25K 0.02%
18
+11
439
$25K 0.02%
1,013
-399
440
$24K 0.02%
621
+35
441
$24K 0.02%
241
+100
442
$24K 0.02%
2,608
+2,607
443
$24K 0.02%
236
-45
444
$24K 0.02%
184
445
$24K 0.02%
296
+108
446
$24K 0.02%
304
+4
447
$23K 0.02%
299
+126
448
$23K 0.02%
843
-1,069
449
$23K 0.02%
+676
450
$23K 0.02%
437
-121
16 17
18
19 20