We are live on ! Find out more
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
651
$7K 0.01%
126
+24
652
$7K 0.01%
332
+224
653
$7K 0.01%
380
+77
654
$7K 0.01%
75
-60
655
$7K 0.01%
208
+158
656
$7K 0.01%
132
-641
657
$7K 0.01%
304
-37
658
$7K 0.01%
379
+104
659
$7K 0.01%
141
660
$7K 0.01%
408
+136
661
$7K 0.01%
133
-71
662
$7K 0.01%
95
+23
663
$7K 0.01%
+108
664
$7K 0.01%
321
+31
665
$7K 0.01%
194
+37
666
$7K 0.01%
261
-17,019
667
$7K 0.01%
102
-614
668
$7K 0.01%
441
+228
669
$7K 0.01%
89
+35
670
$7K 0.01%
103
-3
671
$7K 0.01%
101
+13
672
$7K 0.01%
2
-1
673
$7K 0.01%
405
-2,347
674
$6K 0.01%
184
-38
675
$6K 0.01%
+279
25 26
27
28 29