FGAM
Financial Gravity Asset Management Portfolio holdings
AUM
$459M
This Quarter Return
+3.65%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$4.89M
AUM Growth
-$104M
(-96%)
Cap. Flow
-$2.7M
Cap. Flow
% of AUM
-55.3%
Top 10 Holdings %
Top 10 Hldgs %
52.61%
Holding
1,004
New
127
Increased
222
Reduced
204
Closed
204
Top Buys
| 1 |
Materials Select Sector SPDR Fund
XLB
|
$77.1K |
| 2 |
SPDR S&P Regional Banking ETF
KRE
|
$41.7K |
| 3 |
VanEck Oil Services ETF
OIH
|
$41.3K |
| 4 |
iShares Core International Aggregate Bond Fund
IAGG
|
$30.5K |
| 5 |
iShares 0-5 Year TIPS Bond ETF
STIP
|
$23.8K |
Top Sells
Sector Composition
| 1 | Technology | 7.65% |
| 2 | Healthcare | 6.6% |
| 3 | Financials | 3.9% |
| 4 | Consumer Discretionary | 3.52% |
| 5 | Industrials | 2.67% |
