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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
$124M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,684
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.17M
3
+$3.05M
4
VMBS icon
Vanguard Mortgage-Backed Securities ETF
VMBS
+$2.93M
5
RSPT icon
Invesco S&P 500 Equal Weight Technology ETF
RSPT
+$2.84M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 6.96%
2 Technology 4.77%
3 Financials 2.6%
4 Industrials 2.55%
5 Communication Services 2.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
651
$5K ﹤0.01%
+66
652
$5K ﹤0.01%
+200
653
$5K ﹤0.01%
+89
654
$5K ﹤0.01%
+900
655
$5K ﹤0.01%
+28
656
$5K ﹤0.01%
+61
657
$5K ﹤0.01%
+35
658
$5K ﹤0.01%
+37
659
$5K ﹤0.01%
+35
660
$5K ﹤0.01%
+101
661
$5K ﹤0.01%
+54
662
$5K ﹤0.01%
+161
663
$5K ﹤0.01%
+134
664
$5K ﹤0.01%
+330
665
$5K ﹤0.01%
+100
666
$5K ﹤0.01%
+29
667
$5K ﹤0.01%
+17
668
$5K ﹤0.01%
+44
669
$5K ﹤0.01%
+38
670
$5K ﹤0.01%
+29
671
$5K ﹤0.01%
+84
672
$5K ﹤0.01%
+157
673
$5K ﹤0.01%
+84
674
$5K ﹤0.01%
+116
675
$5K ﹤0.01%
+92
25 26
27
28 29