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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
$107M
AUM Growth
+$8.95M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,771
New
Increased
Reduced
Closed

Top Buys

1
+$7.96M
2
+$2.41M
3
+$2.28M
4
ANGL icon
VanEck Fallen Angel High Yield Bond ETF
ANGL
+$1.51M
5
PCY icon
Invesco Emerging Markets Sovereign Debt ETF
PCY
+$1.5M

Top Sells

1
+$7.48M
2
+$5.21M
3
+$2.34M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$745K
5
GNW icon
Genworth Financial
GNW
+$624K

Sector Composition

1 Healthcare 11.07%
2 Technology 8.58%
3 Industrials 5.5%
4 Financials 5.45%
5 Consumer Discretionary 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
$10K 0.01%
141
+18
577
$10K 0.01%
67
+15
578
$10K 0.01%
145
+84
579
$9K 0.01%
171
-737
580
$9K 0.01%
150
-211
581
$9K 0.01%
296
+38
582
$9K 0.01%
246
+30
583
$9K 0.01%
414
-268
584
$9K 0.01%
207
-57
585
$9K 0.01%
456
-158
586
$9K 0.01%
+102
587
$9K 0.01%
136
+22
588
$9K 0.01%
584
-2,118
589
$9K 0.01%
+163
590
$9K 0.01%
418
+146
591
$9K 0.01%
94
-328
592
$9K 0.01%
202
593
$9K 0.01%
195
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594
$9K 0.01%
157
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595
$9K 0.01%
151
+36
596
$9K 0.01%
+1,107
597
$9K 0.01%
177
+26
598
$9K 0.01%
206
+82
599
$9K 0.01%
152
-16
600
$9K 0.01%
+83
22 23
24
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