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
$506M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
998
New
Increased
Reduced
Closed

Top Buys

1 +$28.9M
2 +$25.4M
3 +$21.1M
4
EPS icon
WisdomTree US LargeCap Fund
EPS
+$17.6M
5
HYDW icon
Xtrackers Low Beta High Yield Bond ETF
HYDW
+$17.1M

Top Sells

No sells this quarter

Sector Composition

1 Technology 7.18%
2 Consumer Discretionary 5.51%
3 Communication Services 4.59%
4 Healthcare 3.84%
5 Consumer Staples 2.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
651
0
652
0
653
$0 ﹤0.01%
+5
654
$0 ﹤0.01%
+30
655
$0 ﹤0.01%
+1,050
656
$0 ﹤0.01%
+18
657
$0 ﹤0.01%
+62
658
$0 ﹤0.01%
+29
659
$0 ﹤0.01%
+9
660
$0 ﹤0.01%
+1,477
661
$0 ﹤0.01%
+33
662
$0 ﹤0.01%
+7
663
$0 ﹤0.01%
+23